NELSON CAPITAL MANAGEMENT LLC
Q3 2022 Form 13-F
MENLO PARK, CALIFORNIA
$340.3M Reported Value Total
NELSON CAPITAL MANAGEMENT, LLC reports 560 total accounts under management (AUM). There are 560 discretionary accounts valued at $511,391,449, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.