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Nicholas Paul Perez

NZS CAPITAL LLC·DENVER, Colorado
Unclaimed Profile
1756 PLATTE STREET, DENVER, CO 80202-1704CRD# 4910408Firm CRD# 305093
01

About

Nicholas Paul Perez 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# 4910408
Firm CRD# 305093
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Paul Perez offer?
Nicholas Paul Perez specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Nicholas Paul Perez's credentials?
Nicholas Paul Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Paul Perez located?
Nicholas Paul Perez is based in DENVER, Colorado, working with NZS CAPITAL LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Nicholas Paul Perez charge for services?
Nicholas Paul Perez'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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City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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