Overview
Assets Under Management: $202 million
Headquarters: LAKE GENEVA, WI
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 272
Discretionary Accounts: 243
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 124697
Last Filing Date: 2024-04-19 00:00:00
Website: https://voyager-capital.com