VERSO PARTNERS

655 Montgomery St.
Suite 840
San Francisco, California 94111
Tel: 415-214-3917

About VERSO PARTNERS

VERSO PARTNERS, formally registered with the SEC as VERSO PARTNERS. The firm was established in 02/01/2022. They have over 2 offices throughout the country.

VERSO PARTNERS is a San Francisco, California based Financial Planning firm with nearly $547,013,304 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318319
SEC#	801-123135
Assets Managed by Firm	$547,013,304
No. of Clients	3
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$547,013,304

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