Versalife Advisors

RIASEC Registered
Total AUM
$40.1K
Discretionary
$40.1K
100% of AUM
Avg account
$6.7K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338270
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Versalife Advisors is organized as a limited liability company and operates as an independent registered investment adviser serving individual and family clients. The firm lists financial planning and portfolio management for individuals and small businesses among its primary advisory activities. Fee arrangements reported include percentage-of-AUM billing, fixed fees, and performance-based fees. The adviser does not identify itself as an active ESG investor and is not listed as a multi-state adviser or capital allocator in the available data. The SEC registration year is not specified in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Todd Thomas

    CRD 7234462

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth