Betzold Berg Investment Management Inc (Itasca)

Name: Betzold Berg Investment Management Inc
Address: 300 Park Blvd, Itasca, IL, 60143
Telephone: 630-285-2750

Betzold Berg Investment Management Inc is a large advisory firm based in Itasca. It manages $157.66 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and Virginia.

Betzold Berg Investment Management provides portfolio management for pooled investment vehicles 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.

Betzold Berg Investment Management: assets under management

The assets under management (AUM) of Betzold Berg Investment Management Inc is $157.66 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 firm manages $16.66 million in discretionary accounts and $141.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $47 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Betzold Berg Investment Management Inc for their services and products based on a percentage of assets under management. 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 Betzold Berg Investment Management Inc

Nicholas William Betzold has been acting as President since 1 Jul 1999. Harold Alexander Rich joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Floyd Wilding	Compliance officer	1 Jul 1996	Other	2400287
James Varland Lorentsen	Chief financial officer & treasurer	1 Apr 1997	Other	2882871
Nicholas William Betzold	President/ceo/chairman	1 Jul 1999	50% - 75%	1926843
Richard Scott Berg	Senior vice president	1 Jul 1999	Other	1077170
Bradford Jack Heitman	Senior vice president	1 Jul 1999	Other	2056247
Philip Mark Nussbaum	Senior vice president	1 Jul 1999	Other	2302635
David Arthur Eichmann	Executive vice president & secretary	1 Aug 1999	Other	2790345
Brian Douglas Bobbitt	Executive vice president	1 Aug 1999	Other	3092558
Eric Christian Brown	Executive vice president	1 Aug 1999	Other	2753031
Harold Alexander Rich	Director	1 Jan 2000	Other	1367263
Lawrence Robert Levin	Director	1 Jan 2000	Other	4349502
Michael John O'connor	Director	1 Jan 2000	Other	4349510

Based in Itasca

The principal office where Betzold Berg Investment Management Inc performs its advisory services is located at 300 Park Blvd, Itasca, IL 60143, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-285-2750 or by fax 630-285-2764. The normal business hours are 8am-5pm cst on Monday - Friday. You can find more information about the New York firm at www.betzoldberg.com.