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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-1970
- Office Locations
- 1
Office Locations
About Martin Nelson & Co., Inc.
Martin Nelson & Company is a Seattle-based wealth manager (est. 1954) serving multigenerational families and their businesses. The team provides personalized investment solutions, portfolio construction, and retirement planning, including its SmartGuide Portfolio Solutions approach. Portfolios are primarily ETF-based, and the firm works with custodians including Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARTIN OLIVER NELSON JR
CHAIRMAN OF THE BOARD
- CRD
- #346215
- Ownership
- 75% or more
SABINE ERIKA REGINA KOENIG
Chief Compliance Officer, Secretary, TREASURER
- CRD
- #3257471
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MIRANDA ELEANOR EDWARDS
--
- CRD
- #8205762
ROBERT WILLIAM EDWARDS JR
Registered Representative
- CRD
- #849461
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,344,200 | $680,910 |
| Non-Discretionary | $0 | -- |
| Total | $287,344,200 | $680,910 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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