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Building 2NELSON FINANCIAL SERVCIES INC

Map pin
Phone425-747-6485
NotebookSEC #801-14799
Total AUM
$24.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30A.M.-3:00P.M.
Monday - Friday
Phone
425-747-6485

ReceiptFinancials

Total AUM
$24.7M
Accounts
120
Discretionary
$24.7M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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