1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ANDREW NELSON FINANCIAL SERVICES, LLC

Map pinIRVINE, CA
Phone949-833-8084
NotebookSEC #801-56471
Total AUM
$26M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19742 MACARTHUR BLVD.
SUITE 111
IRVINE
CA 92612
USA
Operating Hours
8 AM TO 4 PM
Monday - Friday
Phone
949-833-8084

ReceiptFinancials

Total AUM
$26M
Accounts
86
Discretionary
$13M
Accounts
85
Non-Discretionary
$13M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account