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 $863,585,884 assets under management, offering retirement planning & investment advisory services to 1250 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 131692 |
SEC# | 801-63192 |
Assets Managed by Firm | $863,585,884 |
No. of Clients | 1250 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1250 | $863,585,884 |
Individuals (other than high net worth individuals) | 172 | $62,327,367 |
High net worth individuals | 231 | $660,540,255 |
Pension and profit sharing plans | 37 | $26,840,121 |
Charitable organizations | 21 | $9,663,825 |
Corporations or other businesses | 17 | $104,214,316 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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