Geoffrey
Hauck

Van Cleef Asset Management Inc

CRD#3056928
Investment Advisor
in Beachwood, OH

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About this Advisor

Geoffrey Hauck is a financial advisor based in Beachwood, Ohio, working with Van Cleef Asset Management Inc. Geoffrey has previously held a position at Van Cleef Asset Management Inc. Geoffrey has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Geoffrey is part of Van Cleef Asset Management Inc, which operates out of Beachwood, Ohio. The firm has 5 employees and manages assets totaling $894 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Van Cleef Asset Management Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3201 Enterprise Pkwy Suite 140
Beachwood, OH 44122

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Van Cleef Asset Management Inc Brokerage Details

Total Assets Under Management

$894,046,584

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

652

OH Average: 1,972
Average Account Size

$1,371,237

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Geoffrey Hauck Work History

2008 - Present (16 years)

Van Cleef Asset Management Inc

Disclosures

Please visit the SEC profile of Geoffrey Hauck 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 Cleef Asset Management Inc

Martin Burke
Beachwood, OH
Geoffrey Hauck
Beachwood, OH
Martin Burke
Beachwood, OH
Lino Sergo
Beachwood, OH
William Gibbons
Beachwood, OH

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