OLSON INVESTMENT ADVISORS, LLC
  • OLSON INVESTMENT ADVISORS, LLC
  • OLSON INVESTMENT ADVISORS LLC

Adviser Profile

As of Date 10/26/2025
Registration status Terminated
ADV Location SEATTLE, WA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 146,140,482 2%
of that, discretionary 143,120,859 1%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 444,196 8%
% High Net Worth 37.55% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

148M 127M 106M 85M 64M 42M 21M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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