Nelson Benson & Zellmer Inc (Denver)

Name: Nelson Benson & Zellmer Inc
Address: 3200 Cherry Creek South Drive Ste 730, Denver, CO, 80209
Telephone: 303-778-6800

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.

Nelson Benson & Zellmer: assets under management

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 firm manages $64.67 million in discretionary accounts and $102.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $679.81 thousand.

Fees & Commissions

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. 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.

Careers at Nelson Benson & Zellmer Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Albert Benson	President/ceo	1 Aug 1983	25% - 50%	18587
Wallace Albert Zellmer	Executive vice president	1 Aug 1983	25% - 50%	2375502
Thomas Lowell Herrington	Senior vice president	1 Jan 1996	25% - 50%	1925040
Meghan Shay Arnold	Compliance officer	1 May 1997	Other	4345263
Kristi Rachelle Dodson	Chief compliance officer	1 Oct 2004	Other	5011568
Thomas Lowell Herrington	Chief compliance officer	1 Feb 2007	50% - 75%	1925040

Based in Denver

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.