Degreen Capital Management, LLC
Degreen Capital Management, LLC (CRD# 147074) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $150,039,862 in 430 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management150MILLION
Total Number of Accounts430ACCOUNTS
Average Account Value$348,930
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, TX
Keith Degreen (CRD# 1336852) is an Investment Advisor Representative working at Degreen Capital Management, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry. Keith Degreen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.