Michael
Vogel

Aza Capital Management

CRD#1300180
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Michael Vogel is a financial advisor based in Grand Rapids, Michigan, working with Aza Capital Management. Michael has previously held positions at Mc Vogel LLC, Interocean Capital, LLC, Arete Wealth Advisors LLC, and Aza Capital Management. Michael has passed the Series 63 regulatory exam and is registered to provide services in Illinois and Michigan. Currently, Michael is part of Aza Capital Management, which operates out of Grand Rapids, Michigan. The firm has 1 office and 9 employees. The firm manages assets totaling $313.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Aza Capital Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

$313,786,800

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

9

MI Average: 44
Total Number of Accounts

890

MI Average: 2,564
Average Account Size

$352,569

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

2019 - Present (6 years)

Aza Capital Management

2002 - Present (23 years)

Mc Vogel LLC

2016 - 2019 (3 years)

Arete Wealth Advisors LLC

2014 - 2016 (2 years)

Interocean Capital, LLC

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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
Sabrina Mcfield
Chicago, IL
Michael Lafontaine
Chicago, IL
Bunn Fawcett
Chicago, IL
Jeffrey Keen
Chicago, IL
Barbara Kelly
Chicago, IL
Ross Blauwkamp
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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