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MARTIN NELSON & CO., INC.
CRD 2903 · SEC 801-123009
1500 WESTLAKE AVE NORTH #200, SEATTLE, WA, 98109-3031, United States
Phone
206-682-6261
Fax
206-447-9849
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.3M
Discretionary AUM
$287.3M
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 422 | $287.3M |
States served
AK, CA, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD