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Home > Retirement Planners > georgia > chamblee > VERISAIL PARTNERS, LLC
VERISAIL PARTNERS, LLC
5256 Peachtree Road
Suite 170
Chamblee, Georgia 30341
Tel: 404-220-7662
About VERISAIL PARTNERS, LLC
VERISAIL PARTNERS, LLC, formally registered with the SEC as VERISAIL PARTNERS, LLC. The firm was established in 08/07/2018. They have over 2 offices throughout the country.
VERISAIL PARTNERS, LLC is a Chamblee, Georgia based Financial Planning firm with nearly $251,111,000 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153751 |
| SEC# | 801-113771 |
| Assets Managed by Firm | $251,111,000 |
| No. of Clients | 978 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 978 | $251,111,000 |
| Individuals (other than high net worth individuals) | 254 | $250,590,000 |
| Pension and profit sharing plans | 8 | $521,000 |
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