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NELSON ADVISORY SERVICES, INC.
NELSON ADVISORY SERVICES, INC. is a state-registered investment adviser in Winter Park, FL. It has 3 employees and 3 investment advisers. The firm is based...
Overview
NELSON ADVISORY SERVICES, INC. is a state-registered investment adviser in Winter Park, FL. It has 3 employees and 3 investment advisers. The firm is based in Florida.
General information
Firm type
RIA
Principals
John C. Nelson
Founder & President
Frequently asked questions
What types of clients does Nelson Advisory Services serve?
The firm serves high-net-worth individuals, trusts, estates, and institutional clients. Public SEC filings indicate it provides discretionary and non-discretionary asset management, with tailored portfolios based on client risk tolerance and goals.
What is the investment philosophy of Nelson Advisory Services?
The firm emphasizes asset allocation and risk management across diverse asset classes. Public records suggest a traditional approach: constructing portfolios from a mix of equities, bonds, and alternative investments, rebalanced periodically to meet client objectives.
How is Nelson Advisory Services regulated?
Nelson Advisory Services (SEC) as an investment advisor. It files Form ADV annually, disclosing assets under management, fee structures, and any disciplinary history — none of which is publicly reported.
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