NELSON CAPITAL ADVISORS
Total AUM
$1.4B
Employees
1Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 TO 5:00
Monday - Friday
Monday - Friday
Phone
207-420-2442
Financials
Total AUM
$1.4B
Accounts
3Discretionary
$0
Accounts
0Non-Discretionary
$1.4B
Accounts
3
Clients
Banking Clients
6AUM
$1.4B
Services
Services Offered
Institutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
VARIABLE ANNUAL FIXED FEES BASED UPON CLIENT'S TOTAL ASSETS
Compliance
Disclosures
None reported
State Registrations
METX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.