Overview
Assets Under Management: $638 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 169
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 586
Discretionary Accounts: 586
Regulatory Filings
CRD Number: 129776
Last Filing Date: 2024-09-18 00:00:00
Website: https://nelsoncap.com