Nelson Financial Sercices Inc is an adviser based in Bellevue. It manages $24.66 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Nelson Financial Sercices provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nelson Financial Sercices Inc is $24.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nelson Financial Sercices Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Susan Nelson has been acting as President since 1 Jan 1998. Susan Featherstone Nelson joined the executive team most recently as the President & Chief Compliance Officer.
The principal office where Nelson Financial Sercices Inc performs its advisory services is located at 4501 Somerset Drive, Se, Bellevue, WA 98006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-747-6485. The normal business hours are 6:30a.m.-3:00p.m. on Monday - Friday.