2394 East Camelback Road
Suite 100
Phoenix, Arizona 85016-9260
Tel: 602-635-3760
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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