Martin Nelson & Co, Inc.

Overview

Martin Nelson & Co, Inc. is a corporation registered with the SEC in 2022 and owned by an individual. The firm serves primarily individual and family clients and operates as a broker-dealer while providing advisory services. Its advisory offerings listed in filings include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm charges fees based on a percentage of assets under management, acts as a capital allocator, and does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices