John
Bozalis
Nxt Capital Investment Advisers, LLC
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About this Advisor
John Bozalis is a financial advisor operating in Dallas, Texas. Bozalis is an advisor for Nxt Capital Investment Advisers, LLC. During their career, Bozalis has held roles at Bbva Compass, Orix Usa and Nxt Capital. Bozalis maintains a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Texas. Nxt Capital Investment Advisers, LLC is a registered investment firm that has its headquarters in Chicago, IL. The firm has offices in seven locations and a total of 98 financial advisors. It administers $7 billion in total assets between its 24 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Nxt Capital Investment Advisers, LLC performs a few services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which services are offered. However, fee types charged by Nxt Capital Investment Advisers, LLC most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nxt Capital Investment Advisers, LLC Brokerage Details
$7,058,442,000
98
24
$294,101,750
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Bozalis Work History
John has been registered as a financial advisor for 0 years.*
Nxt Capital
Orix Usa
Bbva Compass
*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 John Bozalis 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 Nxt Capital Investment Advisers, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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