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Home > Retirement Planners > washington > seattle > MARTIN NELSON & CO., INC.
MARTIN NELSON & CO., INC.
1500 Westlake Ave North #200
Seattle, Washington 98109-3031
Tel: 206-682-6261
About MARTIN NELSON & CO., INC.
MARTIN NELSON & CO, INC, formally registered with the SEC as MARTIN NELSON & CO, INC. The firm was established in 01/11/2022. They have over 1 offices throughout the country.
MARTIN NELSON & CO., INC. is a Seattle, Washington based Financial Planning firm with nearly $260,010,706 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 2903 |
| SEC# | 801-123009 |
| Assets Managed by Firm | $260,010,706 |
| No. of Clients | 392 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $260,010,706 |
| Individuals (other than high net worth individuals) | 392 | $260,010,706 |
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