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).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $240,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Versailles Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald E. Whalen
CRD#: 4665788
Alpharetta, GA
93
Wealthminder
score

Donald Whalen (CRD# 4665788) is an Investment Advisor Representative working at Versailles Financial, LLC in Alpharetta, GA and has over 13 years of experience in the finance industry.

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