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Beth Ann Pragliola

VERSANT CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordVERSANT CAPITAL MANAGEMENT, INC.
2390 EAST CAMELBACK ROAD, PHOENIX, AZ 85016-9260CRD# 3222242Firm CRD# 131692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beth Ann Pragliola · PHOENIX, AZ
Registration
CRD #3222242 · VERSANT CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VERSANT CAPITAL MANAGEMENT, INC.
CRD 131692 · SEC 801-63192
AUM
$900M
Regulatory assets under management
Employees
15
15,605 client accounts
Services offered by VERSANT CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERSANT CAPITAL MANAGEMENT, INC. →
Introduction

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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.
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Other Advisors at VERSANT CAPITAL MANAGEMENT, INC.

Royce Creighton Ramey
PHOENIX, AZ
Thomas Joseph Connelly
PHOENIX, AZ
Elizabeth Mollie Shabaker
PHOENIX, AZ

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