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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
39.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
Full visibility includes strategy notes for timber prime.
Open the full profile to inspect shifts in optima meridian.
Unlock to compare peer behavior around eagle meridian.
Request access to benchmark trends tied to frontier.
Upgrade to reveal position-level detail across vital unison.
Full visibility includes strategy notes for glacier wave.
Unlock to see real insight on delta summit.
Unlock to see real insight on peak eagle catalyst.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |