Nelson Roberts Investment Advisors LLC
Legal Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
Full Contact Details
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.

Website

Direct Owners
-
BRIAN PATRICK ROBERTS
MEMBER owns more than 25% but less than 50%
-
BROOKS PHILLIPS NELSON
PRESIDENT owns more than 50% but less than 75%
-
STEPHEN PATRICK PHILPOTT
MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Rubicon Technology Management LLC
- Canyon Bridge Management Consulting Beijing Co Ltd
- Canyon Bridge Capital Partners LLC
- Investor'S Capital Management LLC
- TCMI Inc
- Value Monitoring Inc
- Sirius Wealth Management Strategies LLC
- Menlo Advisors LLC
- Longitude Capital Management Co LLC
- Canyon Bridge Management Hong Kong Limited
Top Holdings
- Amazon.com Inc $16,848k
- Alphabet Inc $16,037k
- COSTCO WHSL CORP $14,585k
- CISCO SYSTEMS INC $11,931k
- FIRST REPUBLIC BANK $7,970k
- DISNEY WALT CO $7,477k
- AT&T INC $6,442k
- AKAMAI TECH INC $6,410k
- DIAGEO P L C $5,737k
- Exxon Mobil Corp $3,901k