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VOISARD ASSET MANAGEMENT GROUP

99 Monroe Ave, Nw,
Suite 504
Grand Rapids, Michigan 49503
Tel: 616-988-5778

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About VOISARD ASSET MANAGEMENT GROUP

VOISARD ASSET MANAGEMENT GROUP, formally registered with the SEC as VOISARD ASSET MANAGEMENT GROUP. The firm was established in 07/03/2003. They have over 2 offices throughout the country.

VOISARD ASSET MANAGEMENT GROUP is a Grand Rapids, Michigan based Financial Planning firm with nearly $490,209,538 assets under management, offering retirement planning & investment advisory services to 1465 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#118048
SEC#801-62198
Assets Managed by Firm$490,209,538
No. of Clients1465
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1465$490,209,538
Individuals (other than high net worth individuals)295$123,758,506
High net worth individuals139$327,763,464
Pension and profit sharing plans14$35,984,733
Charitable organizations1$399,797
Corporations or other businesses1$2,303,038

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