VERDE CAPITAL MANAGEMENT, INC.

CLARKSTON, Michigan·3 registered advisors·CRD# 147179
SEC# 801-691670248-528-1870
01

Firm Overview

AUM
$570M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VERDE CAPITAL MANAGEMENT, INC.

3 registered advisors
Carl Szasz
CLARKSTON, Michigan
Holly Jamie Kamm
CLARKSTON, Michigan
Julia Lee Snedden
CLARKSTON, Michigan
05

Office Locations

CLARKSTON, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. VERDE CAPITAL MANAGEMENT, INC. (CRD# 147179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.