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Carl Szasz

VERDE CAPITAL MANAGEMENT, INC.·CLARKSTON, Michigan
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8031 ORTONVILLE ROAD, CLARKSTON, MI 48348CRD# 4698089Firm CRD# 147179
01

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.

02

Focus Areas

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

Firm Overview

Firm
VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
AUM
$570M
Regulatory assets under management
Employees
10
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4698089
Firm CRD# 147179
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CLARKSTON
Michael Wayne — FREEDOM ONE INVESTMENT ADVISORS, INC.Mark Michael Wayne — FREEDOM ONE INVESTMENT ADVISORS, INC.Holly Jamie Kamm — VERDE CAPITAL MANAGEMENT, INC.Julia Lee Snedden — VERDE CAPITAL MANAGEMENT, INC.Daniel Martin Krug — DANIEL KRUG & ASSOCIATES, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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