GABE NELSON FINANCIAL, INC.
CRD 147879
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$88.0M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $34.6M |
| High net worth individuals | 40 | $56.4M |
| Pension/profit sharing plans | 1 | $300K |
All web addresses on file
Official SEC filing: View on IAPD