Unclaimed Profile

Nicholas Paul Perez

NZS CAPITAL LLC·DENVER, Colorado

NZS CAPITAL LLC

1756 PLATTE STREET, DENVER, CO 80202-1704CRD# 4910408Firm CRD# 305093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Paul Perez · DENVER, CO

Registration

CRD #4910408 · NZS CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NZS CAPITAL LLC

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NZS CAPITAL LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4910408

Firm CRD# 305093

View on FINRA BrokerCheck →

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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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