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Building 2DEGREEN CAPITAL MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone480-609-9900
NotebookSEC #801-77276
Total AUM
$291.9M
Employees
4
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11240 N TATUM BLVD
SUITE 110
PHOENIX
AZ 85028
United States
Operating Hours
6 AM TO 3 PM
Monday - Friday
Phone
480-609-9900

ReceiptFinancials

Total AUM
$291.9M
Accounts
276
Discretionary
$291.9M
Accounts
276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$99.2M
HNW Individual Clients
103
AUM
$191.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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