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Graham Voigt

VOIGT CAPITAL MANAGEMENT, LLC·SOUTH BURLINGTON, Vermont
Unclaimed Profile
265 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403CRD# 6310689Firm CRD# 154148
01

About

Graham Voigt is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with VOIGT CAPITAL MANAGEMENT, 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
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# 6310689
Firm CRD# 154148
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Graham Voigt offer?
Graham Voigt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Graham Voigt's credentials?
Graham Voigt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Graham Voigt located?
Graham Voigt is based in SOUTH BURLINGTON, Vermont, working with VOIGT CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Graham Voigt charge for services?
Graham 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 VOIGT CAPITAL MANAGEMENT, LLC?
VOIGT CAPITAL MANAGEMENT, 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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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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