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JAMES D. VOOYS CPA/PFS

VOOYS, JAMES DONALD

CRD 133332

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$7.9M

Discretionary AUM

$7.9M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2025-11-12

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals5$5.8M
Charitable organizations1$2.1M

Official SEC filing: View on IAPD