Assets Under Management
$242.5M
Number of Clients
2,058
Number of Advisors
9
Average Client AUM
$118K
AUM per Advisor
$26.9M
Compensation
Fee-Only (AUM)
Nelson Securities, Inc. (NSI) offers discretionary investment management and consulting services. NSI works with clients to identify their investment goals, risk tolerance, and financial situation to choose an appropriate portfolio allocation. NSI invests exclusively in ETFs.
9718 N Morton Ct, Spokane, WA, 99218