VOISARD ASSET MANAGEMENT GROUP
VAM GROUP, INC. Legal Name
Adviser information for VOISARD ASSET MANAGEMENT GROUP last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,268 | $375.1M |
| Non-Discretionary | 13 | $4.7M |
| Total | 1,281 | $379.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 265 | $114.7M |
| HNW Individuals | 110 | $264.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $525,506 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-62198 |
|---|---|
| SEC ERA File Number | 801-62198 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118048 |
| Legal Entity Identifier | None |
Principal Office
99 MONROE AVE, NW,SUITE 504
GRAND RAPIDS
MI
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 616-988-5778, Fax: 616-988-5694
Chief Compliance Officer
ELIZABETH PARKS
OPERATIONS MANAGER
99 MONROE AVE, NW,
SUITE 504
GRAND RAPIDS
MI
United States
Tel:
616-988-5778
Fax:
616-988-5694
B*****@***************M
(Full email address available in API data)
Regulatory Contact
DOUGLAS E. VOISARD
PRESIDENT
99 MONROE AVE, NW,
SUITE 504
GRAND RAPIDS
MI
United States
Tel:
616-988-5778
Fax:
616-988-5694
D*******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VOISARD, DOUGLAS, EDWARD | Individual | – | PRESIDENT | 10/2001 | 50-75% |
| Bauer, Brandon, Dale | Individual | – | PARTNER/WEALTH MANAGER | 07/2019 | 10-25% |
| Buffum, Jordan, Benjamin | Individual | – | PARTNER/WEALTH MANAGER | 07/2019 | 10-25% |
| PARKS, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | 05/2020 | < 5% |