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Building 2OLSON INVESTMENT ADVISORS, LLC

Map pin
Phone206-839-4550
NotebookSEC #801-18362
Total AUM
$146.1M
Employees
2
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
206-839-4550

ReceiptFinancials

Total AUM
$146.1M
Accounts
329
Discretionary
$143.1M
Accounts
316
Non-Discretionary
$3M
Accounts
13

ContactClients

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Individual Clients
143
AUM
$43M
HNW Individual Clients
86
AUM
$103.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAMITXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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