Nelson Capital Management is an independent employee-owned investment advisory firm that offers unbiased wealth and asset management services to corporate executives, professionals, families, and individuals with substantial income or assets. They prioritize their clients' needs and objectives, customizing plans and continuously reviewing and refining them as life progresses. Their sole agenda is to do well by their clients, providing efficient and personalized financial advice and services.
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Revenue: USD 500,000
Founded: 2004
Industry Financial Services
Engaged in: Financial Planner
ISIC Codes 6619
Questions & Answers
Q1
How long has Nelson Roberts Investment Advisors LLC been in business?
Nelson Roberts Investment Advisors LLC has been in business for around 22 years.
Q2
What is the phone number for Nelson Roberts Investment Advisors LLC?
The phone number for Nelson Roberts Investment Advisors LLC is (650) 322-4000.
Q3
Where is Nelson Roberts Investment Advisors LLC located?
Nelson Roberts Investment Advisors LLC is located at 545 Middlefield Rd #200, Menlo Park, CA 94025.
Q4
What days are Nelson Roberts Investment Advisors LLC open?
Nelson Roberts Investment Advisors LLC is open Mon–Fri 8 AM–5 PM; closed Sat–Sun.
Q5
Is there a primary contact for Nelson Roberts Investment Advisors LLC?
Brooks Nelson (Managing Member) at Nelson Roberts Investment Advisors LLC. You can contact Brooks Nelson at email address bnelson@nelsonroberts.com.
Q6
Are there other contacts associated with Nelson Roberts Investment Advisors LLC?
We have 9 additional contact(s) for Nelson Roberts Investment Advisors LLC. They include: Brian Roberts, Stephen P. Philpott, Katie Altneu, Dennistoun Brown, Chrissy Domingo, Tiffany Young, Nelson Roberts, Ann B. Oglesby & Darcy Nelson.
Q7
What is the web address (URL) for Nelson Roberts Investment Advisors LLC?
The website for Nelson Roberts Investment Advisors LLC is www.nelsoncap.com.
Q8
What are the annual sales for Nelson Roberts Investment Advisors LLC?
Nelson Roberts Investment Advisors LLC has annual sales of approximately USD 500,000.