N
CRD: 328297
Nelson Financial Services
Middleton, WI
6085750885
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-14-2023
- Office Locations
- 1
Office Locations
-- Middleton WI
About Nelson Financial Services
Nelson Financial Services is a Middleton-based RIA. The firm has been operating for 2 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$231.4K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Insight Horizon horizon Horizon vital Atlas
Client Personas
Alpha ridge
Investment Themes
Pathway frontier
Investment Vehicles
Pathway foundation Catalyst
Services
Beacon Vector element
Owner & Executives
SCOTT BRADLEY NELSON
Chief Compliance Officer, Financial Advisor, Investment Adviser Representative, Managing Member
- CRD
- #4173996
- Ownership
- 75% or more
(764) 587-9562
unison.focus@glaciercapital.com
in linkedin.com/in/optima-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,786,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,786,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,786,000
Public Funds:
8.5% Equity - Exchange:
14.9% Corporate - Investment Grade:
20.2% Cash:
21.3% Other:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $65,484,164 | 8.5% |
| Equity - Exchange | $114,789,888 | 14.9% |
| Corporate - Investment Grade | $155,621,190 | 20.2% |
| Cash | $164,095,612 | 21.3% |
| Other | $270,411,079 | 35.1% |
| Total | $770,401,933 | 100.0% |