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Bourgeon Capital Management LLC

Headquartered in DARIEN, CT

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Firm Information

Bourgeon Capital Management LLC is an investment advisor registered with the SEC. Headquartered in Darien, Connecticut, the firm manages over $782 million in assets for individuals, families, charities, trusts, and pension plans. Bourgeon Capital's services include financial planning and portfolio management.

Bourgeon Capital Management LLC

320 POST ROAD

DARIEN, CT 06820

$782.90M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BOURGEON CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

DARIEN, CT

Advisors at Bourgeon Capital Management LLC

View All 3 Advisors
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John Spencer Mallozzi

RA

DARIEN, CT

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Laura Kim Drynan

CFP®, CFA®, CIC®, RA

DARIEN, CT

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Richard Estep Hall

RA

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John Aniblo Zaro

CFA®, RA

DARIEN, CT

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Disclosures

There are no public disclosures for Bourgeon Capital Management LLC.

Frequently Asked Questions (7)

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