AdvisorOS Directory
Claim Profile
BP

Beth Ann Pragliola

VERSANT CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona
Unclaimed Profile
2390 EAST CAMELBACK ROAD, PHOENIX, AZ 85016-9260CRD# 3222242Firm CRD# 131692
01

About

Beth Ann Pragliola 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
View all advisors at VERSANT CAPITAL MANAGEMENT, INC. →
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# 3222242
Firm CRD# 131692
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Beth Ann Pragliola offer?
Beth Ann Pragliola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Beth Ann Pragliola's credentials?
Beth Ann Pragliola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Ann Pragliola located?
Beth Ann Pragliola 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 Beth Ann Pragliola charge for services?
Beth Ann Pragliola'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PHOENIX
Michael Patrick Mccann — PERSPECTIVE FINANCIAL SERVICES LLCPurnesh Seegopaul — PANGAEA VENTURES US INC.David Thomas Wilson — TRUERISK CAPITAL MANAGEMENT LLCCurtis Reed Christensen — LONGBOARD ASSET MANAGEMENT, LPTodd Coleman Early — SOVEREIGN INVESTMENT ADVISORS LLC
Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile