Bourgeon Capital Management LLC

Bourgeon Capital Management LLC (CRD# 108054) is a financial advisory firm headquartered in Darien, CT. They manage $262,697,557 in 290 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $905,854
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NY, PA

Financial Advisors at Bourgeon Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laura K. Drynan
CRD#: 2160154
777 Post Road, Darien, CT 06820
96
Wealthminder
score

Laura Drynan (CRD# 2160154) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 26 years of experience in the finance industry.

2
John A. Zaro
CRD#: 715399
777 Post Road, Darien, CT 06820
96
Wealthminder
score

John Zaro (CRD# 715399) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 36 years of experience in the finance industry.

3
Thomas B. Lewis
CRD#: 721096
777 Post Road, Darien, CT 06820
93
Wealthminder
score

Thomas Lewis (CRD# 721096) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 36 years of experience in the finance industry.

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