Betzold Investment Group, Inc. is a large advisory firm based in Chicago. It manages $157.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, Puerto Rico, and Texas.
Betzold Investment Group provides portfolio management for pooled investment vehicles, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Betzold Investment Group, Inc. is $157.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Betzold Investment Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nicholas William Betzold has been acting as President since 1 Jul 1999. Richard Scott Berg joined the executive team most recently as the Ceo/President/Secretary.
The principal office where Betzold Investment Group, Inc. performs its advisory services is located at 500 W. Madison, Chicago, IL 60661, which is also the mailing address of the firm. An additional office of the firm is in San Juan, PR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-551-1000 or by fax 312-628-0703. The normal business hours are 8am-5pm cst on Monday - Friday. You can find more information about the New York firm at www.betzoldgroup.com.