$71.1M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
4 Employees
144 ADV. Clients
32 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Summit primeGlacier
- Established Date
- 06-24-1993
- Office Locations
- 1
Office Locations
701 Bombay Lane Roswell GA
About DBA Olson Associates
Olson Associates (DBA Olson Retirement) is a Roswell, GA-based advisory led by Erick Olson, CFP®, focused on retirement planning and ongoing portfolio management. The firm emphasizes a collaborative, education-driven process around asset allocation, risk management, and retirement income decisions, commonly using ETFs and mutual funds. Custody is reported through SEI, with a small team supporting client service.
Team overview
-- AVG AGE
$71.1M AVG AUM / ADVISOR
$494.0K AVG AUM / CLIENT
14.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Custodian
Ember Quantum Ridge prime
Investment Themes
Delta Bridge signal
Investment Vehicles
Peak fusion
Platform
Foundation
Services
Fusion quantum Unison Unison prime Legacy oak Foundation Alpha capital Glacier
Technology
Pioneer pathway Ember
Owner & Executives
MARK ERICK OLSON
Chief Compliance Officer, Owner, President
- CRD
- #2641593
- Ownership
- 75% or more
(833) 317-7864
foundation.north@glaciercapital.com
in linkedin.com/in/peak-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,792,185 | -- |
| Non-Discretionary | $60,341,355 | -- |
| Total | $71,133,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,133,540
Equity - Exchange:
28.1% Corporate - Investment Grade:
14.6% Public Funds:
8.8% Cash:
7.9% Municipal Bonds:
14.1% U.S. Government/Agency:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $727,654,398 | 28.1% |
| Corporate - Investment Grade | $378,069,545 | 14.6% |
| Public Funds | $227,877,534 | 8.8% |
| Cash | $204,571,877 | 7.9% |
| Municipal Bonds | $365,121,958 | 14.1% |
| U.S. Government/Agency | $686,222,118 | 26.5% |
| Total | $2,589,517,430 | 100.0% |