Overview
Assets Under Management: $236 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 73
Average Client Assets: $2.2 million
Frequently Asked Questions
VOIT & COMPANY, LLC 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 #112587), VOIT & COMPANY, LLC is subject to fiduciary duty under federal law.
VOIT & COMPANY, LLC is headquartered in BROOKFIELD, WI.
VOIT & COMPANY, LLC serves 73 high-net-worth clients according to their SEC filing dated November 16, 2018. View client details ↓
According to their SEC Form ADV, VOIT & COMPANY, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
VOIT & COMPANY, LLC manages $236 million in client assets according to their SEC filing dated November 16, 2018.
According to their SEC Form ADV, VOIT & COMPANY, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.59%
Average Client Assets: $2.2 million
Total Client Accounts: 200
Discretionary Accounts: 200
Regulatory Filings
CRD Number: 112587
Filing ID: 1252261
Last Filing Date: 2018-11-16 14:03:00