99 Monroe Ave, Nw,
Suite 504
Grand Rapids, Michigan 49503
Tel: 616-988-5778
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 1 offices throughout the country.
VOISARD ASSET MANAGEMENT GROUP is a Grand Rapids, Michigan based Financial Planning firm with nearly $285,966,354 assets under management, offering retirement planning & investment advisory services to 1180 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 118048 |
SEC# | 801-62198 |
Assets Managed by Firm | $285,966,354 |
No. of Clients | 1180 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1180 | $285,966,354 |
Individuals (other than high net worth individuals) | 262 | $106,851,971 |
High net worth individuals | 89 | $178,653,656 |
Charitable organizations | 1 | $460,727 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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