Degreen Capital Management, LLC

Degreen Capital Management, LLC (CRD# 147074) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $223,600,071 in 589 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4800 N. Scottsdale Rd, Suite 1800, Scottsdale, AZ 85251
http://www.degreen.com
By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $379,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ

Financial Advisors at Degreen Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Degreen, financial advisor Scottsdale AZ
Keith P. Degreen
CRD#: 1336852
4800 N. Scottsdale Rd, Suite 1800, Scottsdale, AZ 85251
86
Wealthminder
score

Keith Degreen (CRD# 1336852) is an Investment Advisor Representative working at Degreen Capital Management, LLC in Scottsdale, AZ and has over 33 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.

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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