This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2016
- Office Locations
- 3
Office Locations
About Olsen Family Financial, LLC
Olsen Family Financial, LLC is an independent, fee-only fiduciary RIA providing comprehensive financial planning, ongoing advice, and investment management for young professionals and families. The team has niche experience with small business owners, real estate investors, pilots, and military veterans, serving clients virtually nationwide from offices in VA, GA, and FL. Portfolios are primarily ETF-based and custody is supported through providers such as Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Eric Scott Olsen
Chief Compliance Officer, Financial Planner, LEAD FINANCIAL PLANNER, Owner, PRINCIPAL
- CRD
- #6604883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Michael Joseph Noce
--
- CRD
- #7889105
Jay Bryant Page
Advisor
- CRD
- #7285795
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing