Unclaimed Profile

Brooks Phillips Nelson

NELSON CAPITAL MANAGEMENT, LLC·MENLO PARK, California

Clean recordNELSON CAPITAL MANAGEMENT, LLC

545 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 1258532Firm CRD# 129776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooks Phillips Nelson · MENLO PARK, CA

Registration

CRD #1258532 · NELSON CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brooks Phillips Nelson is a registered financial advisor based in MENLO PARK, California, affiliated with NELSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NELSON CAPITAL MANAGEMENT, LLC

AUM

$638M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NELSON CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1258532

Firm CRD# 129776

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brooks Phillips Nelson offer?

Brooks Phillips Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENLO PARK, California for a consultation.

What are Brooks Phillips Nelson's credentials?

Brooks Phillips Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooks Phillips Nelson located?

Brooks Phillips Nelson is based in MENLO PARK, California, working with NELSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Brooks Phillips Nelson charge for services?

Brooks Phillips Nelson's firm is compensated through percentage of aum, hourly charges. 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 10 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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