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Building 2NELSON CAPITAL MANAGEMENT

Map pinFOSTER CITY, CA
Phone650-376-6550
NotebookSEC #801-61664
Total AUM
$1.9B
Employees
20
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 TOWER LANE, SUITE 1500
FOSTER CITY
CA 94404-2125
United States
Operating Hours
7:00 AM - 4:30 PM
Monday - Friday
Phone
650-376-6550

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,094
Discretionary
$1.8B
Accounts
1,092
Non-Discretionary
$16.2M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
CAIDILMNMONENYORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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