Vandeveer Investments Inc (Boulder)


Vandeveer Investments Inc is a large advisory firm based in Boulder. It manages $32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Vandeveer Investments provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vandeveer Investments: assets under management

The assets under management (AUM) of Vandeveer Investments Inc is $32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vandeveer Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Vandeveer Investments Inc performs its advisory services is located at 2017 10 Th Street, Suite A, Boulder, CO 80302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-444-0116 or by fax 303-265-9933. The normal business hours are 9:00 am to 2:00 pm on Monday - Friday.