$25.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-2011
- Office Locations
- 1
Office Locations
-- Keene NH
About Olson Economics, LLC
Olson Economics, LLC is a Keene, NH-based, owner-led advisory focused on retail clients, providing goal-based financial planning across insurance, retirement, estate planning, and wealth preservation. Investment implementation centers on publicly traded funds, including mutual funds, index strategies and ETFs, with accounts custodied primarily at Schwab and Fidelity.
Team overview
-- AVG AGE
$25.6M AVG AUM / ADVISOR
$914.8K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ANTHONY L OLSON
Agent, MANAGING PRINCIPAL
- CRD
- #5890713
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,613,669 | -- |
| Total | $25,613,669 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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