$12.5M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- CrestVital foundation +more
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Northville MI
About Olive Tree Asset Management
Olive Tree Asset Management is a fee-only, CFP-led RIA providing coordinated financial planning and portfolio management for busy professionals, including young and medical professionals and first-generation immigrants. The firm emphasizes clear tactics, asset allocation and risk management, implemented primarily with ETFs and mutual funds, and can incorporate socially responsible investing. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$659.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima Crest radial Element
Custodian
Momentum signal
Investment Themes
Vital bridge Eagle legacy Crest
Investment Vehicles
Vector horizon
Services
Wave Delta legacy Zenith legacy Element Matrix Catalyst Insight foundation Momentum
Technology
Radial zenith Timber Catalyst bridge
Owner & Executives
OMAR AHMED EZZ
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #5504898
- Ownership
- 75% or more
(349) 281-7320
north.wave@alphacapital.com
in linkedin.com/in/radial-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,827,065 | -- |
| Non-Discretionary | $1,706,034 | -- |
| Total | $12,533,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,533,099
Public Funds:
22.7% Equity - Exchange:
21.5% Cash:
55.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $701,001,242 | 22.7% |
| Equity - Exchange | $663,943,908 | 21.5% |
| Cash | $1,723,166,048 | 55.8% |
| Total | $3,088,111,198 | 100.0% |