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Home > Retirement Planners > michigan > clarkston > VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
8031 Ortonville Road
Suite 210
Clarkston, Michigan 48348
Tel: 248-528-1870
About VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC, formally registered with the SEC as VERDE CAPITAL MANAGEMENT, INC. The firm was established in 05/21/2008. They have over 1 offices throughout the country.
VERDE CAPITAL MANAGEMENT, INC. is a Clarkston, Michigan based Financial Planning firm with nearly $569,597,588 assets under management, offering retirement planning & investment advisory services to 3777 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147179 |
| SEC# | 801-69167 |
| Assets Managed by Firm | $569,597,588 |
| No. of Clients | 3777 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3777 | $569,597,588 |
| Individuals (other than high net worth individuals) | 437 | $156,463,330 |
| High net worth individuals | 161 | $368,112,089 |
| Pension and profit sharing plans | 37 | $31,855,292 |
| Charitable organizations | 2 | $13,107,232 |
| Corporations or other businesses | 2 | $59,645 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
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