Voyageur Asset Management, Inc. is a large advisory firm based in Minneapolis. It manages $14.21 billion of regulatory assets for 420 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 46 other states.
Voyageur Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Voyageur Asset Management, Inc. is $14.21 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Voyageur Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Christopher Appel has been acting as President since 1 Jan 1985. James Frederick Mccain joined the executive team most recently as the Compliance Manager.
The principal office where Voyageur Asset Management, Inc. performs its advisory services is located at 90 S 7 Th Street, Ste 4300, Minneapolis, MN 55402 4115, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 612-376-7000 or by fax 612-376-7157. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.