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VERSA CAPITAL

1801 Market Street, Suite 2525
Philadelphia, Pennsylvania 19103-1610
Tel: 215-609-3400

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About VERSA CAPITAL

VERSA CAPITAL, formally registered with the SEC as VERSA CAPITAL. The firm was established in 03/16/2012. They have over 1 offices throughout the country.

VERSA CAPITAL is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $267,352,407 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157161
SEC#801-73119
Assets Managed by Firm$267,352,407
No. of Clients7
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$267,352,407

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