Overview
Assets Under Management: $223 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 82
Average Client Assets: $0.4 million
Frequently Asked Questions
DEGREEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147074), DEGREEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DEGREEN CAPITAL MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
DEGREEN CAPITAL MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated September 25, 2018. View client details ↓
According to their SEC Form ADV, DEGREEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DEGREEN CAPITAL MANAGEMENT, LLC manages $223 million in client assets according to their SEC filing dated September 25, 2018.
According to their SEC Form ADV, DEGREEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.44%
Average Client Assets: $0.4 million
Total Client Accounts: 574
Discretionary Accounts: 574
Regulatory Filings
CRD Number: 147074
Filing ID: 1242347
Last Filing Date: 2018-09-25 10:44:00