Unclaimed Profile

Graham Voigt

VOIGT CAPITAL MANAGEMENT, LLC·SOUTH BURLINGTON, Vermont

Clean recordVOIGT CAPITAL MANAGEMENT, LLC

265 AVIATION AVENUE, SOUTH BURLINGTON, VT 05403CRD# 6310689Firm CRD# 154148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Graham Voigt · SOUTH BURLINGTON, VT

Registration

CRD #6310689 · VOIGT CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DWV ADVISORS, LLC

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

AUM

$106M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 6310689

Firm CRD# 154148

View on FINRA BrokerCheck →

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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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