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NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT
FOSTER CITY, California
·
7 registered advisors
·
CRD# 123513
SEC# 801-61664
650-376-6550
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NELSON CAPITAL MANAGEMENT, LLC
7 registered advisors
Angela Dee Coffman
FOSTER CITY, California
CRD# 5697090
Eugenia Tsvetkova
FOSTER CITY, California
CRD# 6299560
James Paul Record
PALO ALTO, California
CRD# 4455403
Lloyd Sherer Kurtz
FOSTER CITY, California
CRD# 4975625
Scott Craig Benner
FOSTER CITY, California
CRD# 1174914
Stephen David Young
FOSTER CITY, California
CRD# 3074311
Suanne Marie Ramar
PALO ALTO, California
CRD# 801199
05
Office Locations
FOSTER CITY, California
5 advisors
PALO ALTO, California
2 advisors
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Data sourced from SEC Form ADV filings. NELSON CAPITAL MANAGEMENT, LLC (CRD# 123513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.