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Building 2NANCY C. NELSON & ASSOCIATES, INC.

Map pinOLYMPIA, WA
Phone360-754-2663
NotebookSEC #801-56357
Total AUM
$40.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5326 110TH AVENUE SW
OLYMPIA
WA 98512
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
360-754-2663

ReceiptFinancials

Total AUM
$40.5M
Accounts
174
Discretionary
$40.5M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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