Anthony
Calderon
Versant Capital Management, Inc
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About this Advisor
Anthony Calderon is a certified financial planner who works in Phoenix, Arizona with 2 years of relevant experience. Calderon is an advisor for Versant Capital Management, Inc. Calderon has gained experience at Charles Schwab & Co., Inc, Barton Assocates Inc, Off The Grid Fitness, Arizona State University, Cwm, LLC Dba Carson Partners, Cetera Advisor Networks, Pangea Wealth and Versant Capital Management. Calderon holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Arizona. Versant Capital Management, Inc is a registered investment business that has its headquarters in Phoenix, AZ. It controls $755 million in total assets among its 1,220 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 1,220 client accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets. Versant Capital Management, Inc performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Versant Capital Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Versant Capital Management, Inc Brokerage Details
$754,759,854
18
1,220
$618,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Anthony Calderon Work History
Anthony has been registered as a financial advisor for 2 years.*
Versant Capital Management
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Pangea Wealth
Charles Schwab & Co., Inc
Barton Assocates Inc
Off The Grid Fitness
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Calderon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Versant Capital Management, Inc
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
