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 registered investment adviser that has operated since 2003. The firm is owner-operated and functions as a capital allocator for both individual/family and institutional clients. Its advisory docket includes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Voisard charges clients through a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. 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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