Jimi
Shah
Van Leeuwen & Company, LLC
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About this Advisor
Jimi Shah is a financial advisor based in Princeton, New Jersey, working with Van Leeuwen & Company, LLC. Jimi has previously held positions at Van Leeuwen & Company, LLC and pursued full-time education for a Master's degree. Jimi has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Jimi is part of Van Leeuwen & Company, LLC, which operates out of Princeton, New Jersey. The firm has one office and seven employees. The firm manages assets totaling $308.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Van Leeuwen & Company, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Van Leeuwen & Company, LLC Brokerage Details
$308,556,260
7
242
$1,275,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jimi Shah Work History
Van Leeuwen & Company, LLC
Van Leeuwen & Company, LLC
Van Leeuwen & Company, LLC
Full Time Education (Masters)
Disclosures
Please visit the SEC profile of Jimi Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Van Leeuwen & Company, LLC
Princeton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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