NELSON CAPITAL MANAGEMENT, LLC - Financial Advisor in California, Menlo Park

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges

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