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VOISARD ASSET MANAGEMENT GROUP
99 Monroe Ave, Nw,
Suite 504
Grand Rapids, Michigan 49503
Tel: 616-988-5778
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 Status | Approved |
|---|---|
| Firm CRD# | 118048 |
| SEC# | 801-62198 |
| Assets Managed by Firm | $490,209,538 |
| No. of Clients | 1465 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1465 | $490,209,538 |
| Individuals (other than high net worth individuals) | 295 | $123,758,506 |
| High net worth individuals | 139 | $327,763,464 |
| Pension and profit sharing plans | 14 | $35,984,733 |
| Charitable organizations | 1 | $399,797 |
| Corporations or other businesses | 1 | $2,303,038 |
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