|
⚲
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| Olson Investment Advisors LLC
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| |
|---|---|
| CRD # | 104890 |
| SEC # | 801-18362 |
| CIK # | |
| AUM | $143.0 MM (2024-02-09) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 206-839-4550 |
| Address | 1715 114th Ave SE Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 49.6 |
| (b) Individuals (high net worth individuals) | 73 | 93.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 143.0 |
| By Discretionary | ||
| Discretionary | 335 | 141.0 |
| Non-Discretionary | 12 | 2.0 |
| Total | 347 | 143.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.0 | |
| Total | 347 | 143.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Bendix Financial Group Inc
✚
|
NY | 0.1 |
|
Frank Financial Services
✚
|
CA | 0.1 |
|
Renaud & Company LLC
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|
MO | 0.1 |
|
AXOS Invest Inc
✚
|
NV | 0.1 |
|
Global Wealth Strategies LLC
✚
|
CA | 0.1 |
|
North Forty Two & Co
✚
|
OR | 0.1 |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 0.1 |
|
The Worley Banks Group LLC
✚
|
MO | 0.1 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.1 |
|
Great River Financial LLC
✚
|
MN | 0.1 |