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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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