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VERSANT CAPITAL MANAGEMENT, INC.

2394 East Camelback Road
Suite 100
Phoenix, Arizona 85016-9260
Tel: 602-635-3760

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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 StatusApproved
Firm CRD#131692
SEC#801-63192
Assets Managed by Firm$900,479,528
No. of Clients15605
No. of Advisors15

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 ClientsAUM
Firm Total15605$900,479,528
Individuals (other than high net worth individuals)176$68,163,508
High net worth individuals238$694,637,264
Pension and profit sharing plans28$21,501,618
Charitable organizations23$8,389,290
Corporations or other businesses20$107,787,848

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