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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-2003
- Office Locations
- 1
Office Locations
About Voisard Asset Management Group
Voisard Asset Management Group is a Grand Rapids, MI fee-only fiduciary advisory firm providing holistic financial planning alongside investment management and portfolio design for individuals and families. Its CFP professionals integrate investment, tax, estate, retirement, and risk-management planning to align portfolios with goals like college funding and retirement income. Custody relationships include Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Brandon Dale Bauer
Certified Financial Planner, PARTNER, WEALTH MANAGER
- CRD
- #6590453
- Ownership
- 25% but less than 50%
Jordan Benjamin Buffum
Certified Financial Planner, PARTNER, WEALTH MANAGER
- CRD
- #6590485
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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JORDAN A. KATJE
Certified Financial Planner
- CRD
- #7638411
Michael R MacGillivray
Associate
- CRD
- #7734536
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $577,092,766 | $363,180 |
| Non-Discretionary | $12,282,528 | $491,301 |
| Total | $589,375,294 | $365,164 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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