Sign in Sign up for free

Andrew Nelson Financial Services, LLC (Irvine)


Andrew Nelson Financial Services, LLC is an adviser based in Irvine. It manages $26 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Logo



Andrew Nelson Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Andrew Nelson Financial Services: assets under management

The assets under management (AUM) of Andrew Nelson Financial Services, LLC is $26 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13 million in discretionary accounts and $13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Andrew Nelson Financial Services, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Andrew Nelson Financial Services, LLC performs its advisory services is located at 19742 Macarthur Blvd., Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-833-8084 or by fax 949-833-8088. The normal business hours are 8 am to 4 pm on Monday - Friday. You can find more information about the New York firm at cpa4service.com.


Registered investment advisers similar to Andrew Nelson Financial Services, LLC