Voloridge
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Overview
Voloridge is a financial advisory company that has its headquarters in Jupiter, Florida. Voloridge controls $27.1 billion in assets under management across four customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). It has a large team, including 21 financial advisors. Voloridge is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like stocks, options and bonds.
Voloridge manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without needing to seek client approval. The company supervises roughly $6.8 billion in assets for every client account. An average financial advisor at Voloridge administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is located at 110 Front Street, Jupiter, Florida 33477. It is legally allowed to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Voloridge by the Numbers
$27.1 billion
112
4
$6.8 billion
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by the firm likely consist of some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Voloridge.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its four customers, Voloridge's biggest client group is pooled investment vehicles. About 100% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Voloridge
Jupiter, FL
Jupiter, FL
Jupiter, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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