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- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2013
- Office Locations
- 1
Office Locations
About Voltz Asset Management Inc.
Voltz Asset Management Inc. (VAMI) is a Bay Shore, NY investment advisory founded in 2013 by Michael Voltz, a Harvard economics graduate with nearly 27 years at Tradition Asiel spanning portfolio and risk management across bonds, options, and securities. The firm provides asset management and financial planning, with portfolios emphasizing ETFs and fixed income, and an investment approach centered on steady growth and preservation of capital.
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Owner & Executives
MICHAEL ALLERTON VOLTZ
Certified Financial Planner
- CRD
- #1288129
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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