Nelson Capital Management, LLC
California
Registered In
11/17/2003
Incorp. Date
Company Summary
Nelson Capital Management, LLC at 545 Middlefield Rd # 200, Menlo Park, Ca 94025 lists Brooks Nelson and Evan Nelson of Menlo Park, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Tiffany Young
Individual Agent
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Brooks Nelson
CEO
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Evan Nelson
Manager
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Stephen Philpott
Manager
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Brooks Nelson
Manager
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Darcy Smoot
Manager
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
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Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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545 MIDDLEFIELD RD # 200, MENLO PARK, CA 94025
View Map
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Financials
Financial Information for Nelson Capital Management, LLC
Form 5500
NELSON CAPITAL MANAGEMENT, LLC
545 Middlefield Rd., Suite 200, Menlo Park, Ca 94025 (650) 322-4000 EIN:20-0745262 Plan Admin:Brooks Nelson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameNELSON CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY8 / 8 Assets BOY/EOY$865,327 / $996,525 | 2022 | NELSON CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN - Plan #003 | 8 / 8 | $865,327 / $996,525 |
| 2021 | Plan NameNELSON ROBERTS INVESTMENT ADVISORS, LLC CASH BALANCE RETIREMENT PLAN Plan #003 Participants BOY/EOY7 / 8 Assets BOY/EOY$537,434 / $865,327 | 2021 | NELSON ROBERTS INVESTMENT ADVISORS, LLC CASH BALANCE RETIREMENT PLAN - Plan #003 | 7 / 8 | $537,434 / $865,327 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:545 Middlefield Rd # 200 Menlo Park, CA
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Vivus, Inc.
Registered in California
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Menlo Park, CA | View Report | |
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Dry Creek Exploration, Inc.
Registered in California
|
Menlo Park, CA | View Report |
Related Business Names:
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Nelson Capital Project Management LLC
Registered in Oklahoma
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Enid, OK | View Report | |
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G & P Nelson Capital Management, LLC
Registered in Oregon
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Tigard, OR | View Report | |
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G & P Nelson Capital Management, LLC
Registered in Oregon
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Tigard, OR | View Report | |
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Nelson Capital Management LLC
Registered in Virginia
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Mathews, VA | View Report | |
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Nelson Capital Management, LLC
Registered in Minnesota
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Roseville, MN San Francisco, CA (1 more) | View Report | |
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Nelson & Newkerk Capital Management LLC
Registered in California
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Orange, CA | View Report | |
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Nelson Capital Management, LLC
Registered in California
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San Francisco, CA | View Report |
Address Match:545 Middlefield Rd Menlo Park, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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