Voisard Asset Management Group
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 118048
- Registered since
- July 3, 2003
- Website
- voisardgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.58%
- Individuals20.24%
- Pension & Profit Sharing Plans6.54%
- Corporations / Businesses0.59%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Voisard Asset Management Group is an independent, privately owned registered investment adviser that has been SEC-registered since 2003. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Voisard charges a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify 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 Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Private Funds1%
Owners & executives
1 of 1
Elizabeth Parks
Chief Compliance Officer, Operations ManagerCRD 7257675
Contacts
3 of 6
Brandon Bauer
Partner, Senior Wealth ManagerCRD 6590453
Daniel Haines
Senior Wealth ManagerCRD 6868330
Jordan Buffum
Partner, Senior Wealth ManagerCRD 6590485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$633M in ETFs
71%
$449M
28%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $78.9M | 868,980 | 12.47% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 99 Monroe Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
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