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NZS CAPITAL LLC
1756 Platte Street
Denver, Colorado 80202
Tel: 720-282-9746
About NZS CAPITAL LLC
NZS CAPITAL LLC, formally registered with the SEC as NZS CAPITAL LLC. The firm was established in 07/17/2020. They have over 1 offices throughout the country.
NZS CAPITAL LLC is a Denver, Colorado based Financial Planning firm with nearly $2,259,424,480 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305093 |
| SEC# | 801-119089 |
| Assets Managed by Firm | $2,259,424,480 |
| No. of Clients | 8 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $2,259,424,480 |
| Pension and profit sharing plans | Fewer than 5 clients | $36,284,354 |
| Corporations or other businesses | Fewer than 5 clients | $934,992 |
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