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Building 2JAN W. OLSEN INVESTMENT ADVISORY SERVICES

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Phone510-653-7500
NotebookSEC #801-37315
Total AUM
$23.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00A.M. - 5:00P.M.
Monday - Friday
Phone
510-653-7500

ReceiptFinancials

Total AUM
$23.3M
Accounts
25
Discretionary
$23.3M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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