Nelson Benson & Zellmer Inc is a large advisory firm based in Denver. It manages $167.32 million of regulatory assets for 327 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Texas, and Virginia.
Nelson Benson & Zellmer provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nelson Benson & Zellmer Inc is $167.32 million. The firm's AUM has gone down by -20% 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 Nelson Benson & Zellmer Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Albert Benson has been acting as President since 1 Aug 1983. Thomas Lowell Herrington joined the executive team most recently as the Chief Compliance Officer.
The principal office where Nelson Benson & Zellmer Inc performs its advisory services is located at 3200 Cherry Creek South Drive Ste 730, Denver, CO 80209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-778-6800 or by fax 303-778-7931. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.investmenttrust.com.