Verde Capital Management

EST. AUM
$845,839,588

CONTACTS
4

CLIENT ACCOUNTS
4,539

Firm Details

Metro area Detroit
CRD Number 147179
Website verdecm.com
Client types

Overview

Founded in 2008, Verde Capital Management is a wealth management firm based in Clarkston, Michigan, serving over 300 individual and institutional clients. The firm's advisors engage in personalized consultations to empower clients in managing their financial lives, ultimately facilitating their retirement and optimizing their investments. Additionally, Verde plays a crucial role in assisting medium-sized companies with the sponsorship, maintenance, and growth of their retirement and 401(k) plans. By assuming fiduciary liability and offering investment recommendations and management services, Verde enables businesses to navigate the complexities of retirement planning, allowing them to concentrate on their core operations.

Platform Details

Investment Preferences

Alternative Activity