Verde Capital Management

Verde Capital Management

Financial Services, 8031 Ortonville Rd, Clarkston, Michigan, 48348, United States, 11-50 Employees

verdecm.com

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phone no Phone Number: 24********

Who is VERDE CAPITAL MANAGEMENT

The passionate and dedicated team at Verde Capital Management helps turn your money into life fulfillment. We do this by building a personal relationship with each client and their famili...

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  • 8031 Ortonville Rd, Clarkston, Michigan, 48348, United States Headquarters: 8031 Ortonville Rd, Clarkston, Michigan, 48348, United States
  • 2008 Date Founded: 2008
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from VERDE CAPITAL MANAGEMENT

Verde Capital Management Org Chart and Mapping

Employees

Holly Kamm

COO, Compliance Manager, & Executive Assistant

Carl Szasz

President and Chief Compliance Officer

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Frequently Asked Questions Regarding Verde Capital Management

Answer: Verde Capital Management's headquarters are located at 8031 Ortonville Rd, Clarkston, Michigan, 48348, United States

Answer: Verde Capital Management's phone number is 24********

Answer: Verde Capital Management's official website is https://verdecm.com

Answer: Verde Capital Management's revenue is $1 Million to $5 Million

Answer: Verde Capital Management's SIC: 6282

Answer: Verde Capital Management's NAICS: 523940

Answer: Verde Capital Management has 11-50 employees

Answer: Verde Capital Management is in Financial Services

Answer: Verde Capital Management contact info: Phone number: 24******** Website: https://verdecm.com

Answer: The passionate and dedicated team at Verde Capital Management helps turn your money into life fulfillment. We do this by building a personal relationship with each client and their families. We educate our clients on their finances, potential challenges and pitfalls, and the industry at large. We guide their decision making by focusing on their unique goals and needs. We help them grow their wealth to achieve their goals. When it comes to our investment philosophy, Verde Capital Management focuses on getting rid of the middlemen in the industry in order to streamline our clients' experience. Our team handles our clients' asset management for almost all of their financial assets, the creation and step-by-step commitment to an individualized financial plan, and advice geared towards guiding our clients toward their end goals. Verde Capital Management is a leader in technology integration and dynamic financial planning through our very own Verde Portal. This helps simplify our clients' lives by allowing for net worth tracking, investment performance reporting, and spending analysis all from one screen. It also allows clients to have self updating financial plans, unique budgets, and projections of goal attainment in real-time. The team at Verde Capital Management is full of quirky, intelligent, passionate, and hysterical financial nerds who are dedicated to fulfilling the firm's mission statement while building a good work/life balance in the office and at home. We love to workout together, eat great food together, hangout outside of the office at game nights and happy hours, as well as supporting our fellow team members in their own unique interests and hobbies.

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