Versailles Financial, LLC
Versailles Financial, LLC (CRD# 127011) is a financial advisory firm headquartered in Alpharetta, GA. They manage $25,000,000 in 104 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$240,385
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Donald Whalen (CRD# 4665788) is an Investment Advisor Representative working at Versailles Financial, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.