O
CRD: 300445
Olson Consulting LLC
Manchester, CT
2698760824
$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
3 Employees
116 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-05-2019
- Office Locations
- 2
Office Locations
-- Manchester CT
-- Reno NV
About Olson Consulting LLC
Olson Consulting LLC is a Manchester-based RIA with 2 offices. The firm has been operating for 7 years. Managing $22.1M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
34 AVG AGE
$11.0M AVG AUM / ADVISOR
$190.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Client Personas
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Investment Vehicles
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Services
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Owner & Executives
T
TYLER LAWRENCE OLSON
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4956662
- Ownership
- 75% or more
(879) 808-4658
fusion.quantum@pioneercapital.com
in linkedin.com/in/meridian-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
Ronald Anthony Colvin
--
- CRD
- #6642226
(230) 384-6073
fusion.element@pioneercapital.com
in linkedin.com/in/insight-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,081,014 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,081,014 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,081,014
Public Funds:
59.5% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,776,661,373 | 59.5% |
| Cash | $2,570,668,665 | 40.5% |
| Total | $6,347,330,038 | 100.0% |