Sign in Sign up for free

Voit & Hamilton, LLC (Brookfield)


Voit & Hamilton, LLC is a large advisory firm based in Brookfield. It manages $158.31 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Texas, and Wisconsin.

Logo

Voit & Hamilton provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Voit & Hamilton: assets under management

The assets under management (AUM) of Voit & Hamilton, LLC is $158.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 296% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $158.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $931.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Voit & Hamilton, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Voit & Hamilton, LLC performs its advisory services is located at 235 N Executive Dr, Brookfield, WI 53005, which is also the mailing address of the firm. An additional office of the firm is in Bonita Springs, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-784-2775 or by fax 262-784-6669. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.voitinvest.com.


Registered investment advisers similar to Voit & Hamilton, LLC