Versalife Advisors
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Todd Thomas
CRD 7234462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations