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VERSA CAPITAL
1801 Market Street, Suite 2525
Philadelphia, Pennsylvania 19103-1610
Tel: 215-609-3400
About VERSA CAPITAL
VERSA CAPITAL, formally registered with the SEC as VERSA CAPITAL. The firm was established in 07/07/2022. 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 Status | Approved |
|---|---|
| Firm CRD# | 321934 |
| SEC# | 801-125979 |
| Assets Managed by Firm | $267,352,407 |
| No. of Clients | 7 |
| No. of Advisors | 4 |
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 | 7 | $267,352,407 |
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