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BOURGEON CAPITAL MANAGEMENT LLC
320 Post Road
Suite 220
Darien, Connecticut 06820
Tel: 203-280-1170
About BOURGEON CAPITAL MANAGEMENT LLC
BOURGEON CAPITAL MANAGEMENT LLC, formally registered with the SEC as BOURGEON CAPITAL MANAGEMENT LLC. The firm was established in 02/23/1999. They have over 1 offices throughout the country.
BOURGEON CAPITAL MANAGEMENT LLC is a Darien, Connecticut based Financial Planning firm with nearly $782,900,000 assets under management, offering retirement planning & investment advisory services to 315 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108054 |
| SEC# | 801-56289 |
| Assets Managed by Firm | $782,900,000 |
| No. of Clients | 315 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 315 | $782,900,000 |
| Individuals (other than high net worth individuals) | 160 | $53,000,000 |
| High net worth individuals | 120 | $700,800,000 |
| Pension and profit sharing plans | 15 | $2,600,000 |
| Charitable organizations | 4 | $9,700,000 |
| Corporations or other businesses | 8 | $16,800,000 |
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