VanderPol Investments LLC

EST. AUM
$118,125,821

CONTACTS

CLIENT ACCOUNTS
131

Firm Details

Metro area Grand Rapids
CRD Number 168174
Website vanderpolinvestments.com
Client types

Overview

VanderPol Investments LLC is a fee-only SEC-registered investment adviser headquartered in Caledonia, Michigan, serving the greater Grand Rapids area. The firm provides holistic financial planning, wealth management, portfolio management, and pension consulting services. Its approach integrates estate considerations, tax planning opportunities, cash-flow management, and customized portfolio construction across public and private investment markets. The firm utilizes mutual funds, ETFs, stocks, bonds, private equity, and private lending opportunities when appropriate.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

VanderPol Investments LLC

Platform Details

Investment Preferences

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