Dc Nelson Asset Management, LLC is a large advisory firm based in Westport. It manages $38 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, New Jersey, and 3 other states.
Dc Nelson Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dc Nelson Asset Management, LLC is $38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dc Nelson Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Paul Goryeb joined the executive team most recently as the Partner.
The principal office where Dc Nelson Asset Management, LLC performs its advisory services is located at 90 Post Road West, Westport, CT 06880, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-931-5185 or by fax 212-202-6348. The normal business hours are by appointment only on Monday - Friday.