Olson Investment Advisors LLC (Seattle)

Name: Olson Investment Advisors LLC
Address: 520 Pike Street, Seattle, WA, 98101 4093
Telephone: 206-839-4550

Olson Investment Advisors LLC is a large advisory firm based in Seattle. It manages $131.91 million of regulatory assets for 393 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Texas, and Washington.

Olson Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olson Investment Advisors: assets under management

The assets under management (AUM) of Olson Investment Advisors LLC is $131.91 million. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $130.72 million in discretionary accounts and $1.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $340.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $132.51 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is exchange traded securities, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Olson Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Olson Investment Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Olson Investment Advisors is high net worth individuals with 42 clients and $82.1 million of assets under management. Among the 6 most similar advisory firms, Olson Investment Advisors has the lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $131.91 million for 190 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Olson Investment Advisors doesn't advise any private funds.

Careers at Olson Investment Advisors LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dwight Harry Olson	Ceo and chief compliance officer	1 Jan 1999	75% - 100%	804430

Based in Seattle

The principal office where Olson Investment Advisors LLC performs its advisory services is located at 520 Pike Street, Seattle, WA 98101 4093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-839-4550 or by fax 206-839-4549. The normal business hours are 7:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at olson-investments.com.