O
CRD: 330035
Olympia Advisors LLC
Greenville, SC
6462856495
$33.8M Total AUM
$33.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-25-2024
- Office Locations
- 1
Office Locations
-- Greenville SC
About Olympia Advisors LLC
Olympia Advisors LLC is a Greenville-based RIA. The firm has been operating for 2 years. Managing $33.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Citibank. Services offered include Asset Management.
Team overview
-- AVG AGE
$33.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Focus Harbor vital
Client Personas
Signal meridian
Investment Themes
Quantum
Investment Vehicles
Atlas
Services
Legacy
Owner & Executives
PETER ANTHONY GULLI
Chief Compliance Officer, Managing Member
- CRD
- #4771537
- Ownership
- 75% or more
(666) 953-3571
momentum.alpha@primecapital.com
in linkedin.com/in/timber-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,800,692 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,800,692 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,800,692
Public Funds:
40.3% Equity - Exchange:
35.1% Cash:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $238,505,270 | 40.3% |
| Equity - Exchange | $207,730,397 | 35.1% |
| Cash | $145,588,825 | 24.6% |
| Total | $591,824,492 | 100.0% |