DWV ADVISORS, LLC

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT
ESSEX JUNCTION, Vermont·2 registered advisors·CRD# 154148
SEC# 801-767880802-879-3766
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at DWV ADVISORS, LLC

2 registered advisors
Dennis William Voigt
ESSEX JUNCTION, Vermont
Graham Voigt
SOUTH BURLINGTON, Vermont
05

Office Locations

ESSEX JUNCTION, Vermont
1 advisor
SOUTH BURLINGTON, Vermont
1 advisor

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Data sourced from SEC Form ADV filings. DWV ADVISORS, LLC (CRD# 154148) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.