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Building 2D C VOSS & COMPANY, LLC

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Phone513-604-2659
NotebookSEC #801-113225
Total AUM
$232.9M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:00
Monday - Friday
Phone
513-604-2659

ReceiptFinancials

Total AUM
$232.9M
Accounts
243
Discretionary
$10.6M
Accounts
11
Non-Discretionary
$222.3M
Accounts
232

ContactClients

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Individual Clients
17
AUM
$11.8M
HNW Individual Clients
40
AUM
$219.9M
Corporation or Business Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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