Unclaimed Profile

Carl Szasz

VERDE CAPITAL MANAGEMENT, INC.·CLARKSTON, Michigan

Clean recordVERDE CAPITAL MANAGEMENT, INC.

8031 ORTONVILLE ROAD, CLARKSTON, MI 48348CRD# 4698089Firm CRD# 147179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl Szasz · CLARKSTON, MI

Registration

CRD #4698089 · VERDE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carl Szasz is a registered financial advisor based in CLARKSTON, Michigan, affiliated with VERDE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VERDE CAPITAL MANAGEMENT, INC.

AUM

$570M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERDE CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4698089

Firm CRD# 147179

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl Szasz offer?

Carl Szasz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLARKSTON, Michigan for a consultation.

What are Carl Szasz's credentials?

Carl Szasz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Szasz located?

Carl Szasz is based in CLARKSTON, Michigan, working with VERDE CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLARKSTON metropolitan area and surrounding communities.

How does Carl Szasz charge for services?

Carl Szasz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDE CAPITAL MANAGEMENT, INC.?

VERDE CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $570M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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