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VERDE CAPITAL MANAGEMENT, INC.
CRD 147179 · SEC 801-69167
8031 ORTONVILLE ROAD, SUITE 210, CLARKSTON, MI, 48348, United States
Phone
248-528-1870
Fax
248-528-1744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.8M
Discretionary AUM
$722.3M
Team
16 total employees; 11 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 528 | $189.0M |
| High net worth individuals | 218 | $519.8M |
| Pension/profit sharing plans | 20 | $21.2M |
| Charitable organizations | 2 | $15.2M |
| Corporations/business entities | 3 | $4.7M |
States served
CA, CO, GA, IL, MI, NY, NC, OH, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD