Overview
Assets Under Management: $490 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Frequently Asked Questions
VAM GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118048), VAM GROUP, INC. is subject to fiduciary duty under federal law.
VAM GROUP, INC. is headquartered in GRAND RAPIDS, MI.
VAM GROUP, INC. serves 139 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, VAM GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VAM GROUP, INC. manages $490 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, VAM GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,465
Discretionary Accounts: 1,440
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 118048
Last Filing Date: 2025-02-21 00:00:00
Website: https://voisardgroup.com