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| Martin Nelson & Co Inc
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| |
|---|---|
| CRD # | 2903 |
| SEC # | 801-123009 |
| CIK # | 0000071002 |
| AUM | $208.2 MM (2024-07-23) |
| Employees | 7 (29% Investors, 86% Brokers) |
| Phone | 206-682-6261 |
| Address | 1500 Westlake Ave North 200 Seattle, WA 98109-3031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 208.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 208.2 |
| By Discretionary | ||
| Discretionary | 337 | 208.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 337 | 208.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.2 | |
| Total | 337 | 208.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
Garrison Murphy Wealth Management LLC
✚
|
NY | 0.2 |
|
TFP Management LLC
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|
IA | 0.2 |
|
Cushing Capital Partners LLC
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|
WI | 0.2 |
|
Anchor Bay Capital Inc
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|
CA | 0.2 |
|
Fiduciary Financial Partners LLC
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|
IL | 0.2 |
|
Macro Advisors Inc
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|
PA | 0.2 |
|
Morse Capital Partners LLC
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|
VA | 0.2 |
|
E A Horwitz LLC
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|
IL | 0.2 |
|
Vista Advisor Group LLC
✚
|
CA | 0.2 |