Bourgeon Capital Management LLC

Bourgeon Capital Management LLC (CRD# 108054) is a financial advisory firm headquartered in Darien, CT. They manage $782,900,000 in 315 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
320 Post Road, Suite 220, Darien, CT 06820
http://www.bourgeoncapital.com
By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $2,485,397
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NJ, NY, OR, PA, WY

Financial Advisors at Bourgeon Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laura Drynan, financial advisor Darien CT
Laura K. Drynan
CRD#: 2160154
320 Post Road, Suite 220, Darien, CT 06820

Laura Drynan (CRD# 2160154) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 32 years of experience in the finance industry.

2
John Zaro, financial advisor Darien CT
John A. Zaro
CRD#: 715399
320 Post Road, Suite 220, Darien, CT 06820

John Zaro (CRD# 715399) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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