V
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2003
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About Versailles Financial, LLC
Versailles Financial, LLC is a Blairsville-based RIA. The firm has been operating for 22 years. Managing $33.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$33.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DONALD EDWARD WHALEN
President
- CRD
- #4665788
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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