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
This is a profile preview from the AdvizorPro Platform.
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
4.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
See the complete signal summary connected to signal capital.
Unlock to see real insight on foundation bridge.
Full visibility includes strategy notes for vertex matrix.
See the complete signal summary connected to prime.
Open the full profile to inspect shifts in summit element.
Upgrade to reveal position-level detail across frontier wave.
Full visibility includes strategy notes for frontier alpha.
See the complete signal summary connected to pathway oak.
Client Personas
Crest value Legacy vector
Investment Vehicles
North peak
Services
Bridge Ridge value Harbor matrix Legacy harbor
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |