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VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
CLARKSTON, Michigan
·
3 registered advisors
·
CRD# 147179
SEC# 801-69167
0
248-528-1870
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 Planning
Investment Management
Wealth Management
04
Advisors at VERDE CAPITAL MANAGEMENT, INC.
3 registered advisors
Carl Szasz
CLARKSTON, Michigan
CRD# 4698089
Holly Jamie Kamm
CLARKSTON, Michigan
CRD# 6555857
Julia Lee Snedden
CLARKSTON, Michigan
CRD# 7993395
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
.