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).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $348,930
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, CA, TX

Financial Advisors at Degreen Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
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 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.

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