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Verde Capital Management, Inc.

● SEC registered since 2008CRD 147179SEC# 801-69167Clarkston, MI
Export (members)
Reg. AUM
$605.7M
Employees
13
Accounts
3,768
Location
Clarkston, MI

Verde Capital Management, Inc. assets under management

Verde Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Clarkston, MI. The firm has been registered since 2008. It reports $605.7 million in regulatory assets under management and employs 13 people.
www.instagram.com/verdecapitalmgtView on SEC.gov ↗

Verde Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Carl Szasz ControlPresident And Chief Compliance OfficerOver 75%2008
Julia Lee SneddenOffice Manager & Compliance ManagerUnder 5%2024

Frequently asked questions

How much does Verde Capital Management, Inc. manage?

Verde Capital Management, Inc. reports $605.7 million in regulatory assets under management on its Form ADV.

How many employees does Verde Capital Management, Inc. have?

Verde Capital Management, Inc. reports 13 employees.

Where is Verde Capital Management, Inc. located?

Verde Capital Management, Inc. is based in Clarkston, MI and has been SEC-registered since 2008.

Does Verde Capital Management, Inc. disclose fund performance?

Verde Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8031 Ortonville Road, Suite 210, Clarkston, MI 48348
Phone248-528-1870
Fax248-528-1744
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$574.3M
Non-discretionary$31.4M
Total (RAUM)$605.7M