Bourgeon Capital Management LLC
Bourgeon Capital Management LLC (CRD# 108054) is a financial advisory firm headquartered in Darien, CT. They manage $782,900,000 in 315 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Bourgeon Capital Management LLC
By the Numbers
-
Total Assets Under Management783MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$2,485,397
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, MA, MD, NJ, NY, OR, PA, WY
Financial Advisors at Bourgeon Capital Management LLC
1
Laura Drynan (CRD# 2160154) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 32 years of experience in the finance industry.
2
John Zaro (CRD# 715399) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 43 years of experience in the finance industry.
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