Nelson Roberts Investment Advisors LLC

Business Contact

Brooks Nelson

Managing Member
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Contact Information

Nelson Roberts Investment Advisors LLC
545 Middlefield Rd #200, Menlo Park, CA 94025
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Fax: (650) 322-4002
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Business Description

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.
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Additional Businesses at this Address

545 Middlefield Rd #200, Menlo Park, CA 94025
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Businesses in Zip Code 94025

Businesses in 94025: 13,384
Population: 41,930
94025 Business Density Heatmap

Categories

Professional Services:  20%
Medical:  16%
Shopping:  15%
Financial Services:  11%
Other:  38%

Price

Moderate:  54%
Inexpensive:  20%
Expensive:  17%
Very Expensive:  9%
Other:  0%

Area Codes

650:  93%
Other:  7%

Neighborhoods

Downtown Menlo Park:  44%
Linfield Oaks:  6%
Sharon Heights:  12%
The Willows:  6%
Other:  33%
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Stats and Demographics for Zip Code 94025

Race

White:  66%
Hispanic or Latino:  14%
Asian:  6%
Black Or African American:  5%
Native Hawaiian & Other Pacific Islander:  1%
American Indian Or Alaskan Native:  0%
Other:  7%

Gender

Female:  51%
Male:  49%
Other:  0%
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