Versalife Advisors
RIAState Registered
Total AUM
$35K
Discretionary
$35K
100% of AUM
Avg account
$7K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338270
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Versalife Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business clients with financial planning and portfolio management. Its fee arrangements are flexible: the firm reports charging a percentage of assets under management, fixed fees and performance-based fees. Versalife does not identify itself as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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