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Nelson Roberts Investment Advisors LLC

Legal Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC

Full Contact Details

Nelson Roberts Investment Advisors LLC

545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA

(650) 322-4000

650 322-4002


Other Info

Nelson Roberts Investment Advisors LLC is legally known as NELSON ROBERTS INVESTMENT ADVISORS, LLC. It is a CA Limited Liability Company. This firm has 9 employees, of which 7 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 2004.

Nelson Roberts Investment Advisors - Menlo Park Financial Advisor
Nelson Roberts Investment Advisors - Menlo Park Financial Advisor

Nelson Roberts Investment Advisors offers an efficient blend of wealth and asset management for high net worth individuals.


Website

Nelson Roberts Investment Advisors - Menlo Park Financial Advisor

Nelson Roberts Investment Advisors offers an efficient blend of wealth and asset management for high net worth individuals.


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Direct Owners

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 25, 2019

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