NELSON CAPITAL MANAGEMENT, LLC
Tel: (650) 322-4000 545 Middlefield Road Suite 200 Menlo Park, California 94025
About NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC is a Menlo Park, California based financial advisory firm with nearly $637,647,197 in assets under management and provides investment advisory services for 586 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
129776
Firm SEC#:
801-62601
Assets Under Management:
$637,647,197
No. of Clients:
586
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Publication of periodicals and newsletters
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