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Home > Retirement Planners > arizona > phoenix > VERSANT CAPITAL MANAGEMENT, INC.
VERSANT CAPITAL MANAGEMENT, INC.
2394 East Camelback Road
Suite 100
Phoenix, Arizona 85016-9260
Tel: 602-635-3760
About VERSANT CAPITAL MANAGEMENT, INC.
VERSANT CAPITAL MANAGEMENT, INC, formally registered with the SEC as VERSANT CAPITAL MANAGEMENT, INC. The firm was established in 05/21/2004. They have over 2 offices throughout the country.
VERSANT CAPITAL MANAGEMENT, INC. is a Phoenix, Arizona based Financial Planning firm with nearly $900,479,528 assets under management, offering retirement planning & investment advisory services to 15605 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131692 |
| SEC# | 801-63192 |
| Assets Managed by Firm | $900,479,528 |
| No. of Clients | 15605 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15605 | $900,479,528 |
| Individuals (other than high net worth individuals) | 176 | $68,163,508 |
| High net worth individuals | 238 | $694,637,264 |
| Pension and profit sharing plans | 28 | $21,501,618 |
| Charitable organizations | 23 | $8,389,290 |
| Corporations or other businesses | 20 | $107,787,848 |
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