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Building 2NELSON CAPITAL MANAGEMENT INC

Map pinPALO ALTO, CA
Phone650-493-1000
NotebookSEC #801-10039
Total AUM
$668.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1860 EMBARCADERO ROAD, STE 140
PALO ALTO
CA 94303-3320
USA
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
650-493-1000

ReceiptFinancials

Total AUM
$668.9M
Accounts
850
Discretionary
$630.9M
Accounts
840
Non-Discretionary
$38M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVORVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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