D C Voss & Company, LLC

D C Voss & Company, LLC (CRD# 123392) is a financial advisory firm headquartered in , . They manage $94,210,000 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $466,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at D C Voss & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David C. Voss
CRD#: 1602084
Loveland, OH
73
Wealthminder
score

David Voss (CRD# 1602084) is an Investment Advisor Representative working at D C Voss & Company, LLC in Loveland, OH and has over 14 years of experience in the finance industry.

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