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Building 2VOIT & COMPANY, LLC

Map pinBROOKFIELD, WI
Phone262-784-2775
NotebookSEC #801-60937
Total AUM
$3M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 S. CALHOUN ROAD
BROOKFIELD
WI 53005
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
262-784-2775

ReceiptFinancials

Total AUM
$3M
Accounts
4
Discretionary
$3M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$992.9K
Pooled Vehicle Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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