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Kathryn Sweet Vengerovskiy

TRUE GREEN CAPITAL MANAGEMENT LLC·WESTPORT, Connecticut
Unclaimed Profile
315 POST ROAD WEST, WESTPORT, CT 06880CRD# 6230629Firm CRD# 277052
01

About

Kathryn Sweet Vengerovskiy is a registered financial advisor based in WESTPORT, Connecticut, affiliated with TRUE GREEN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRUE GREEN CAPITAL MANAGEMENT LLC
TRUE GREEN CAPITAL MANAGEMENT LLC
AUM
$674M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at TRUE GREEN CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Regulatory
SEC/IARD CRD# 6230629
Firm CRD# 277052
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Sweet Vengerovskiy offer?
Kathryn Sweet Vengerovskiy specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Kathryn Sweet Vengerovskiy's credentials?
Kathryn Sweet Vengerovskiy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Sweet Vengerovskiy located?
Kathryn Sweet Vengerovskiy is based in WESTPORT, Connecticut, working with TRUE GREEN CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Kathryn Sweet Vengerovskiy charge for services?
Kathryn Sweet Vengerovskiy's firm is compensated through percentage of aum, performance-based fees, other: additional fees as described in form adv, part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUE GREEN CAPITAL MANAGEMENT LLC?
TRUE GREEN CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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