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VOISARD ASSET MANAGEMENT GROUP

GRAND RAPIDS, MI · CRD 118048 · IAPD ↗ · 616-988-5778

$589.4MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — VOISARD ASSET MANAGEMENT GROUP crossed $500M in regulatory AUM ($490.2M -> $589.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2025 — VOISARD ASSET MANAGEMENT GROUP reported RAUM up 29% ($379.8M -> $490.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
September 2024 — VOISARD ASSET MANAGEMENT GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2024 — VOISARD ASSET MANAGEMENT GROUP reported RAUM up 33% ($286.0M -> $379.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.