Brent
Pressentin
Versant Capital Management, Inc
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About this Advisor
Brent Pressentin is a financial advisor who works in Phoenix, Arizona. Pressentin currently works for Versant Capital Management, Inc. During their career, Pressentin has held roles at Calamos Investments, Morgan Stanley, Adviceperiod, LLC and Versant Capital Management, Inc. Pressentin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Versant Capital Management, Inc is a financial advisory firm operating out of Phoenix, AZ. It administers $755 million in assets between its 1,220 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 1,220 customer accounts, 46% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a broad set 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. Financial advisory fees typically depend on which services are provided. However, fee types billed by Versant Capital Management, Inc most likely are comprised of some blend 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
Brent Pressentin Work History
Brent has been registered as a financial advisor for 0 years.*
Versant Capital Management, Inc
Morgan Stanley
Adviceperiod, LLC
Morgan Stanley
Calamos Investments
*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 Brent Pressentin 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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