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Adam David Schor

NZS CAPITAL LLC·DENVER, Colorado
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1756 PLATTE STREET, DENVER, CO 80202CRD# 4345946Firm CRD# 305093
01

About

Adam David Schor is a registered financial advisor based in DENVER, Colorado, affiliated with NZS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NZS CAPITAL LLC
NZS CAPITAL LLC
AUM
$2.3B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NZS CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4345946
Firm CRD# 305093
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam David Schor offer?
Adam David Schor specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Adam David Schor's credentials?
Adam David Schor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam David Schor located?
Adam David Schor is based in DENVER, Colorado, working with NZS CAPITAL LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Adam David Schor charge for services?
Adam David Schor's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NZS CAPITAL LLC?
NZS CAPITAL LLC has approximately 9 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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