Palo Verde Capital, LLC is a large advisory firm based in Scottsdale. It manages $173.41 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, Missouri, Oklahoma, and Texas.
Palo Verde Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Palo Verde Capital, LLC is $173.41 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Palo Verde Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tony Ray Stacy has been acting as President since 1 Feb 2006. Anthony Ray Stacy joined the executive team most recently as the Managing Member/Chief Compliance Officer.
The principal office where Palo Verde Capital, LLC performs its advisory services is located at 20645 N. Pima Road, Scottsdale, AZ 85255, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-483-4102 or by fax 480-522-3969. The normal business hours are 8:00 am-4:00 pm on Monday - Friday. You can find more information about the New York firm at www.paragoncapitaladvisors.com.