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Building 2D C VOSS & COMPANY, LLC

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Phone513-774-8850
NotebookSEC #801-69018
Total AUM
$62.5M
Employees
3
Clients
0

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
513-774-8850

ReceiptFinancials

Total AUM
$62.5M
Accounts
169
Discretionary
$3.4M
Accounts
8
Non-Discretionary
$59.1M
Accounts
161

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS; FINANCIAL COUNSELING FOR EMPLOYEES AS PART OF A FINANCIAL EDUCATION PROGRAM
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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