VOIT & COMPANY, LLC

HTTP://WWW.VOITCOMPANY.COM BROOKFIELD, WI Investment Advisor How do I update this listing?

Voit & Company is based out of Brookfield. Voit & Company is a large advisory firm with 200 clients and discretionary assets under management (AUM) of $235,566,014 (Form ADV from 2018-11-16). Their last reported 13F filing for Q4 2018 included $79,513,000 in managed 13F securities and a top 10 holdings concentration of 43.71%. Voit & Company's largest holding is AbbVie Inc with shares held of 50,670. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VOIT & COMPANY, LLC
Classified as Hedge Fund
165 S. CALHOUN ROAD
BROOKFIELD WI    53005
Country: United States

Business Phone: 262-784-2775
Fax: 262-784-6669
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 58,624,100
Total Number of Clients: 200
Amount of client funds and securities by related persons: 2,411,410
Total Number of clients from related persons: 8
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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