Michael
Vogel

Aza Capital Management

CRD#1300180
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Michael Vogel is a chartered financial consultant who works in Grand Rapids, Michigan with a total of 4 years of relevant experience. Vogel currently works for Aza Capital Management. During their career, Vogel has held roles at Investment Planners Inc, Ipi Wealth Management, Mc Vogel LLC, Interocean Capital, LLC, Arete Wealth Advisors LLC and Aza Capital Management. Vogel maintains a Series 63 license, designating them as a securities agent, and is able to serve investors in Illinois and Michigan. Aza Capital Management is a business that has its headquarters in Chicago, IL. The firm has a total of eight advisors. It oversees $268 million in assets among its 800 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 800 accounts, 28% belong to high-net-worth clients who have at least $1 million in assets available to invest. Aza Capital Management performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually are based on which service is provided. Fee types billed by Aza Capital Management most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

560 5Th St. Nw Suite 303
Grand Rapids, MI 49504

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Aza Capital Management Brokerage Details

Total Assets Under Management

$267,930,773

MI Average: $6,674,516,078
Total Number of Employees

8

MI Average: 44
Total Number of Accounts

800

MI Average: 2,564
Average Account Size

$334,913

MI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Vogel Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Aza Capital Management

2002 - Present (22 years)

Mc Vogel LLC

2016 - 2019 (3 years)

Arete Wealth Advisors LLC

2014 - 2016 (2 years)

Interocean Capital, LLC

2012 - 2014 (2 years)

Investment Planners Inc

2012 - 2014 (2 years)

Ipi Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Vogel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aza Capital Management

Christopher Recker
Chicago, IL
Michael Lafontaine
Chicago, IL
Jeffrey Keen
Chicago, IL
Barbara Kelly
Chicago, IL
Ross Blauwkamp
Grand Rapids, MI
Michael Vogel
Grand Rapids, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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