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Martin Nelson & Co., Inc.

● SEC registered since 2022CRD 2903SEC# 801-123009Seattle, WA
Export (members)
Reg. AUM
$260M
Employees
7
Accounts
392
Location
Seattle, WA

Martin Nelson & Co., Inc. assets under management

Martin Nelson & Co., Inc. is a registered investment adviser overseen by the SEC based in Seattle, WA. The firm has been registered since 2022. It reports $260 million in regulatory assets under management and employs 7 people.
martinnelsonco.comView on SEC.gov ↗

Martin Nelson & Co., Inc. owners & executives

5 reported
NameTitleOwnershipSince
Frederic Louis RoebkeVice PresidentUnder 5%2003
Martin Oliver Jr Nelson ControlPresident/CcoOver 75%1970
Sabine Erika Regina KoenigSecretary/TreasurerUnder 5%2004
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Frequently asked questions

How much does Martin Nelson & Co., Inc. manage?

Martin Nelson & Co., Inc. reports $260 million in regulatory assets under management on its Form ADV.

How many employees does Martin Nelson & Co., Inc. have?

Martin Nelson & Co., Inc. reports 7 employees.

Where is Martin Nelson & Co., Inc. located?

Martin Nelson & Co., Inc. is based in Seattle, WA and has been SEC-registered since 2022.

Does Martin Nelson & Co., Inc. disclose fund performance?

Martin Nelson & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1500 Westlake Ave North #200, Seattle, WA 98109-3031
Phone206-682-6261
Fax206-447-9849
Office hours6:30a.m. - 3:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK71002
Discloses disciplinary historyYes

Assets under management

Discretionary$260M
Non-discretionary$0
Total (RAUM)$260M