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Dennis William Voigt

DWV ADVISORS, LLC·ESSEX JUNCTION, Vermont
Clean recordDWV ADVISORS, LLC
76 PEARL ST, ESSEX JUNCTION, VT 05452CRD# 5813766Firm CRD# 154148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis William Voigt · ESSEX JUNCTION, VT
Registration
CRD #5813766 · DWV ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis William Voigt is a registered financial advisor based in ESSEX JUNCTION, Vermont, affiliated with DWV ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DWV ADVISORS, LLC
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT
AUM
$106M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DWV ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5813766
Firm CRD# 154148
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis William Voigt offer?
Dennis William Voigt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESSEX JUNCTION, Vermont for a consultation.
What are Dennis William Voigt's credentials?
Dennis William Voigt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis William Voigt located?
Dennis William Voigt is based in ESSEX JUNCTION, Vermont, working with DWV ADVISORS, LLC. Their office serves clients in the ESSEX JUNCTION metropolitan area and surrounding communities.
How does Dennis William Voigt charge for services?
Dennis William Voigt's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWV ADVISORS, LLC?
DWV ADVISORS, LLC has approximately 1 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DWV ADVISORS, LLC

Graham Voigt
SOUTH BURLINGTON, VT

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Research
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