|
⚲
|
| Keyboard |
| Martin Nelson & Co Inc
✚
|
|
|---|---|
| CRD # | 2903 |
| SEC # | 801-123009 |
| CIK # | 0000071002 |
| AUM | 287.3 M (2026-03-03) |
| Employees | 9 (44% Investors, 89% Brokers) |
| Phone | 206-682-6261 |
| Address | 1500 Westlake Ave North 200 Seattle, WA 98109-3031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 287.3 |
| (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 | 422 | 287.3 |
| By Discretionary | ||
| Discretionary | 422 | 287.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 422 | 287.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.3 | |
| Total | 422 | 287.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Echo Wealth Management LLC
✚
|
MN | 288.2 M |
|
Financial Independence LLC
✚
|
RI | 288.1 M |
|
Capital Cities Investments
✚
|
IN | 287.9 M |
|
Burkholder & Associates LLC
✚
|
DC | 287.4 M |
|
Valley Financial Group Inc
✚
|
PA | 287.2 M |
|
Kaizen Financial Strategies LLC
✚
|
CA | 287.1 M |
|
Landmark Wealth Management Inc
✚
|
IL | 287.0 M |
|
Pathways Wealth Management Inc
✚
|
287.0 M | |
|
Alchemi Wealth LLC
✚
|
CT | 286.9 M |
|
Otto & Associates Inc
✚
|
VT | 286.6 M |