Olson Consulting LLC
RIAState Registered
Total AUM
$22.1M
Discretionary
$22.1M
100% of AUM
Avg account
$789K
Accounts
28
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300445
- Website
- www.olsonfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olson Consulting LLC is an independent advisory firm organized as a limited liability company and owned by an individual. The firm provides fee-based financial planning and portfolio management aimed at individuals and families, with additional portfolio services for small-business clients. Olson is state-registered in California, Connecticut, Michigan and Nevada, charges fixed fees for its services, and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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