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Angela Dee Coffman

NELSON CAPITAL MANAGEMENT, LLC·FOSTER CITY, California
Unclaimed Profile
950 TOWER LANE, SUITE 1500, FOSTER CITY, CA 94404-2125CRD# 5697090Firm CRD# 123513
01

About

Angela Dee Coffman is a registered financial advisor based in FOSTER CITY, California, affiliated with NELSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT
AUM
$1.9B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at NELSON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5697090
Firm CRD# 123513
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Dee Coffman offer?
Angela Dee Coffman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.
What are Angela Dee Coffman's credentials?
Angela Dee Coffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Dee Coffman located?
Angela Dee Coffman is based in FOSTER CITY, California, working with NELSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Angela Dee Coffman charge for services?
Angela Dee Coffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NELSON CAPITAL MANAGEMENT, LLC?
NELSON CAPITAL MANAGEMENT, LLC has approximately 20 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FOSTER CITY
Dennis J. O'connell — BAILARD, INC.Lior Kosovski — IEQ CAPITAL, LLCDonal Denis Delaney — IIF MANAGEMENT COMPANY, LLCRonald Walter Kaiser — BAILARD, INC.Ariel Tseitlin — SCALE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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