Versailles Financial, LLC

Versailles Financial, LLC (CRD# 127011) is a financial advisory firm headquartered in Alpharetta, GA. They manage $27,000,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9810 Foxworth Drive, Alpharetta, GA 30022
http://www.versfin.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $402,985
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
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 Whalen, financial advisor Alpharetta GA
Donald E. Whalen
CRD#: 4665788
Alpharetta, GA

Donald Whalen (CRD# 4665788) is an Investment Advisor Representative working at Versailles Financial, LLC in Alpharetta, GA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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