CRD: 306220
Olma Advisors
LOS Gatos, CA, 95032
6503537737
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
16185 LOS Gatos Blvd, Suite 205 LOS Gatos CA
About Olma Advisors
Olma Advisors is a LOS Gatos-based RIA. The firm has been operating for 6 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$493.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Foundation
Investment Themes
Quantum ember Timber Atlas meridian
Investment Vehicles
Radial element
Services
North vital Insight meridian Alpha north Summit Ridge Capital
Owner & Executives
O
OLGA MAVRODY
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #7193052
- Ownership
- 50% but less than 75%
(290) 929-9534
harbor.ember@matrixcapital.com
in linkedin.com/in/harbor-vital
O
OLEG ROMBAKH
--
- CRD
- --
- Ownership
- 25% but less than 50%
(324) 247-2161
optima.vital@optimacapital.com
in linkedin.com/in/glacier-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,445,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,445,250 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,445,250
Equity - Exchange:
38.5% U.S. Government/Agency:
26.6% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,427,124,988 | 38.5% |
| U.S. Government/Agency | $1,676,922,719 | 26.6% |
| Cash | $2,200,173,041 | 34.9% |
| Total | $6,304,220,748 | 100.0% |