Overview
Assets Under Management: $490 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 139
Average Client Assets: $2 million
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