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BOURGEON CAPITAL MANAGEMENT LLC
BOURGEON CAPITAL MANAGEMENT LLC
DARIEN, Connecticut
·
8 registered advisors
·
CRD# 108054
SEC# 801-56289
0
203-280-1170
01
Firm Overview
AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BOURGEON CAPITAL MANAGEMENT LLC
8 registered advisors
Claire Kramer
DARIEN, Connecticut
CRD# 5896222
John Aniblo Zaro
DARIEN, Connecticut
CRD# 715399
Laura Kim Drynan
DARIEN, Connecticut
CRD# 2160154
Michael P Kramer
DARIEN, Connecticut
CRD# 5896227
Peter Stalker
DARIEN, Connecticut
CRD# 5289472
Phillip W Moffitt
DARIEN, Connecticut
CRD# 6129890
Robert Emmons
DARIEN, Connecticut
CRD# 6129882
Thomas Bayard Lewis
DARIEN, Connecticut
CRD# 721096
05
Office Locations
DARIEN, Connecticut
8 advisors
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Data sourced from SEC Form ADV filings. BOURGEON CAPITAL MANAGEMENT LLC (CRD# 108054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.