Nancy C. Nelson & Associates Inc (Olympia)

Nancy C. Nelson & Associates Inc is an adviser based in Olympia. It manages $40.55 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Nancy C. Nelson & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nancy C. Nelson & Associates: assets under management

The assets under management (AUM) of Nancy C. Nelson & Associates Inc is $40.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nancy C. Nelson & Associates Inc for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Nancy C. Nelson & Associates Inc

Nancy Carol Nelson has been acting as President since 1 Jan 1999. Daniel Clyde Fender joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nancy Carol Nelson	President	1 Jan 1999	50% - 75%	4409680
Daniel Clyde Fender	Secretary/treasurer	1 Jan 1999	50% - 75%	4409682

Based in Olympia

The principal office where Nancy C. Nelson & Associates Inc performs its advisory services is located at 5326 110 Th Avenue Sw, Olympia, WA 98512 The mailing address of the firm is P.O. Box 298, Littlerock, WA 98556. It doesn’t run an office outside of the United States.