Verde Capital Management, Inc.
Firm details
- Headquarters
- Clarkston, Michigan
- CRD number
- 147179
- Registered since
- May 21, 2008
- Website
- www.verdecm.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70%
- Individuals24.2%
- Pension & Profit Sharing Plans3.23%
- Charitable Organizations1.91%
- Corporations / Businesses0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Verde Capital Management, Inc. is an independent, privately owned RIA that provides financial planning and discretionary portfolio management to both individual/family and institutional clients. The firm combines investment management with ancillary services—its business activities include insurance brokerage and accounting—while its advisory offerings cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars/workshops. Fee arrangements include both a percentage-of-AUM structure and fixed fees. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities26%
- Private Funds2%
Owners & executives
1 of 1
Carl Szasz
President, Chief Compliance OfficerCRD 4698089
Contacts
3 of 13
Cynthia Lundberg
Marketing DirectorCRD 4937439
Eric Tomaszewski
Financial AdvisorCRD 5473178
Jack Yarosh
Financial AdvisorCRD 7046433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$938M in ETFs
81%
$755M
1%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $71.8M | 690,661 | 7.66% |
Location
Clarkston, MI
Oakland
Location
Clarkston, MI
Headquartered in Clarkston, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 8031 Ortonville Rd
- Time zone
- ET (UTC-5)
- Office locations
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