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| Happy Holidays!! thanks for using AUM13F!! |
| Olson Investment Advisors LLC
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| CRD # | 104890 |
| SEC # | 801-18362 |
| CIK # | |
| AUM | $146.1 M (2025-06-09) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 206-839-4550 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 43.0 |
| (b) Individuals (high net worth individuals) | 86 | 103.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 146.1 |
| By Discretionary | ||
| Discretionary | 316 | 143.1 |
| Non-Discretionary | 13 | 3.0 |
| Total | 329 | 146.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.1 | |
| Total | 329 | 146.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |
|
Floyd Financial Group LLC
✚
|
MO | 0.1 |
|
Collaborative Portfolio Management LLC
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KS | 0.1 |
|
Dolan Capital Advisors LLC
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NC | 0.1 |
|
Eltringham Wealth Partners LLC
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|
OH | 0.1 |
|
Gladwyn Financial Advisors Inc
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|
0.1 | |
|
Trotta John NMN
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|
NY | 0.1 |
|
CFS Cubic Financial Services Inc
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|
0.1 | |
|
Merrithew & Thorsten Inc
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|
CA | 0.1 |
|
Corbett Road Capital Management LLC
✚
|
VA | 0.1 |