D C Voss & Company, LLC
Firm details
- Headquarters
- ,
- CRD number
- 123392
- Registered since
- May 14, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.39%
- Individuals5.08%
- Corporations / Businesses0.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
D C Voss & Company, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Its client-fee mix includes asset-based (percentage of AUM) fees and fixed-fee engagements. The firm does not self-identify as an allocator of third-party capital and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- US Government Bonds26%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
Contacts
1 of 1David Voss
PresidentCRD 1602084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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