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DEGREEN PRIVATE WEALTH, LLC
DEGREEN PRIVATE WEALTH, LLC
SCOTTSDALE, Arizona
·
2 registered advisors
·
CRD# 332192
SEC# 801-130724
0
480-771-7000
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DEGREEN PRIVATE WEALTH, LLC
2 registered advisors
Robert Duane Mitchell
SCOTTSDALE, Arizona
CRD# 7958801
Sam Howard Degreen
SCOTTSDALE, Arizona
CRD# 6932311
05
Office Locations
SCOTTSDALE, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. DEGREEN PRIVATE WEALTH, LLC (CRD# 332192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.