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Building 2VOYAGER CAPITAL MANAGEMENT, LLC

Map pinLAKE GENEVA, WI
Phone262-348-9981
NotebookSEC #801-62694
Total AUM
$216.6M
Employees
5
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
875 TOWNLINE RD.
SUITE 100
LAKE GENEVA
WI 53147
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
262-348-9981
Other Offices
1

ReceiptFinancials

Total AUM
$216.6M
Accounts
677
Discretionary
$215.7M
Accounts
664
Non-Discretionary
$893.2K
Accounts
13

ContactClients

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Individual Clients
170
AUM
$68.1M
HNW Individual Clients
67
AUM
$147.1M
Pension/Profit Sharing Plan Clients
2
AUM
$963.8K
Charitable Organization Clients
2
AUM
$484.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILWI

HandshakeAffiliates

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

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