Adam
Schor

Nzs Capital LLC

CRD#4345946
Investment Advisor
in Denver, CO

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About this Advisor

Adam Schor is a chartered financial analyst based in Denver, Colorado with a total of 3 years of industry experience. Schor is an advisor for Nzs Capital LLC. During their career, the advisor has held roles at Msu Denver, Janus Management Holdings Corp and Janus Distributors LLC. Schor holds a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Colorado. Nzs Capital LLC is an advisory company based in Denver, CO. It has $1 billion in assets across its eight customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Nzs Capital LLC offers a few services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees largely depend on which services the firm provides the client. Fee types charged by Nzs Capital LLC likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1756 Platte Street
Denver, CO 80202

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Nzs Capital LLC Brokerage Details

Total Assets Under Management

$1,345,451,758

CO Average: $2,349,664,866
Total Number of Employees

8

CO Average: 28
Total Number of Accounts

8

CO Average: 1,101
Average Account Size

$168,181,470

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Adam Schor Work History

Adam has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Msu Denver

2007 - 2018 (11 years)

Janus Management Holdings Corp

2007 - 2018 (11 years)

Janus Distributors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Schor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nzs Capital LLC

Jason Slingerlend
Denver, CO
Adam Schor
Denver, CO
Brinton Johns
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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