CRD: 306177
Voorman Investment Counsel LLC
$24.0M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2019
- Office Locations
- 1
Office Locations
729 West ANN Arbor Trail Plymouth MI
About Voorman Investment Counsel LLC
Voorman Investment Counsel is a Plymouth, Michigan investment counsel firm led by President Corey Voorman, providing financial advice and investment management for retirement plans, individual wealth management clients, and charitable endowments. Portfolios are primarily implemented with ETFs, public funds, and U.S. government/agency bonds, with custody support that includes Charles Schwab.
Team overview
30 AVG AGE
$24.0M AVG AUM / ADVISOR
$414.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
COREY ALEXANDER VOORMAN
President
- CRD
- #6531733
- Ownership
- 75% or more
Available
Available
Available
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 | $22,062,055 | -- |
| Non-Discretionary | $1,949,899 | -- |
| Total | $24,011,954 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing