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

Building 2DC NELSON ASSET MANAGEMENT, LLC

Map pinWESTPORT, CT
Phone212-931-5185
NotebookSEC #801-57879
Total AUM
$38M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 POST ROAD WEST
WESTPORT
CT 06880
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
212-931-5185

ReceiptFinancials

Total AUM
$38M
Accounts
262
Discretionary
$38M
Accounts
262
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account