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Building 2VOISARD ASSET MANAGEMENT GROUP

Map pinGRAND RAPIDS, MI
Phone616-988-5778
NotebookSEC #801-62198
Total AUM
$589.4M
Employees
8
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 MONROE AVE, NW,
SUITE 504
GRAND RAPIDS
MI 49503
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
616-988-5778
Other Offices
1

ReceiptFinancials

Total AUM
$589.4M
Accounts
1,614
Discretionary
$577.1M
Accounts
1,589
Non-Discretionary
$12.3M
Accounts
25

ContactClients

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Individual Clients
284
AUM
$119.3M
HNW Individual Clients
162
AUM
$427.8M
Pension/Profit Sharing Plan Clients
12
AUM
$38.5M
Charitable Organization Clients
1
AUM
$340.7K
Corporation or Business Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMIOHTNTX

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

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