NELSON ANDREW FINANCIAL SERVICES LLC
CRD #108315 SEC #801-56471 IRVINE, CA 949-833-8084
SEC Registered
Total AUM
$85M
Discretionary
$10M
Employees
5
Clients
26
Accounts
51
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NELSON, ANDREW, JOHN | I | OWNER | E | Control |
| NELSON, ANDREW, JOHN | I | OWNER | E | Control |
| NELSON, ANDREW, JOHN | I | OWNER | E | Control |
| NELSON, ANDREW, JOHN | I | OWNER | E | Control |
Registrations
Federal
IA
Mar 26, 2002 REGISTERED
Notice Filings (1)
CA
Address
19742 MACARTHUR BLVD.SUITE 111
IRVINE, CA 92612
USA
Phone: 949-833-8084