J
CRD: 133332
James D. Vooys CPA/PFS
Schenectady, NY
5184610904
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
39 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1987
- Office Locations
- 1
Office Locations
-- Schenectady NY
About James D. Vooys CPA/PFS
James D. Vooys CPA/PFS is a Schenectady-based RIA. The firm has been operating for 39 years. Managing $7.9M in total assets under management, with 1 advisory representatives. Services offered include Tax Planning.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$720.1K AVG AUM / CLIENT
39.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
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Services
Oak
Owner & Executives
J
JAMES DONALD VOOYS
Owner
- CRD
- --
- Ownership
- 75% or more
(251) 775-1316
momentum.signal@focuscapital.com
in linkedin.com/in/radial-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,921,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,921,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,921,421
Equity - Exchange:
28.4% Municipal Bonds:
15.8% Cash:
31.4% Public Funds:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,170,584,862 | 28.4% |
| Municipal Bonds | $1,207,578,902 | 15.8% |
| Cash | $2,399,871,995 | 31.4% |
| Public Funds | $1,864,868,683 | 24.4% |
| Total | $7,642,904,442 | 100.0% |