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Building 2BOURGEON CAPITAL MANAGEMENT LLC

Map pinDARIEN, CT
Phone203-280-1170
NotebookSEC #801-56289
Total AUM
$1.1B
Employees
7
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 POST ROAD
SUITE 220
DARIEN
CT 06820
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
203-280-1170

ReceiptFinancials

Total AUM
$1.1B
Accounts
320
Discretionary
$1B
Accounts
299
Non-Discretionary
$49.4M
Accounts
21

ContactClients

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Individual Clients
113
AUM
$51.1M
HNW Individual Clients
178
AUM
$942.5M
Pension/Profit Sharing Plan Clients
21
AUM
$49.4M
Charitable Organization Clients
3
AUM
$5.5M
Corporation or Business Clients
5
AUM
$19.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANJNYORPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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