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Aimee Lynn Williams-Ramey

VERSANT CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona
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2394 EAST CAMELBACK ROAD, PHOENIX, AZ 85016-9260CRD# 7789500Firm CRD# 131692
01

About

Aimee Lynn Williams-Ramey is a registered financial advisor based in PHOENIX, Arizona, affiliated with VERSANT CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VERSANT CAPITAL MANAGEMENT, INC.
VERSANT CAPITAL MANAGEMENT, INC.
AUM
$900M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7789500
Firm CRD# 131692
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aimee Lynn Williams-Ramey offer?
Aimee Lynn Williams-Ramey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Aimee Lynn Williams-Ramey's credentials?
Aimee Lynn Williams-Ramey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Lynn Williams-Ramey located?
Aimee Lynn Williams-Ramey is based in PHOENIX, Arizona, working with VERSANT CAPITAL MANAGEMENT, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Aimee Lynn Williams-Ramey charge for services?
Aimee Lynn Williams-Ramey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERSANT CAPITAL MANAGEMENT, INC.?
VERSANT CAPITAL MANAGEMENT, INC. has approximately 15 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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