Nelson Roberts Investment Advisors LLC

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Assets, Funds, Holdings

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Nelson Roberts Investment Advisors LLC
CRD #129776
SEC #801-62601
CIK #1512611
AUM $516.0 MM (100% Disc, 100% US)
Employees9 (78% Investors, 0% Brokers)
Phone650-322-4000
Address545 Middlefield Road
Menlo Park, CA 94025
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
GOOG 817,370.0 15.1
AMZN 820,610.0 12.4
UNH 233,310.0 10.7
COST 101,060.0 10.6
VZ 237,920.0 9.3
SYK 70,520.0 8.5
CSCO 228,550.0 8.5
AKAM 11,740.0 8.1
XLU 7.8
ROP 33,480.0 7.8
View All
Holdings by Sector ($BB)
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