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Olson Investment Advisors LLC

CRD 104890SEC# 801-18362
Export (members)
No longer SEC-registered. Olson Investment Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$146.1M
Employees
2
Accounts
329
Location
—

Olson Investment Advisors LLC assets under management

Olson Investment Advisors LLC operates as an SEC-registered investment adviser. It reports $146.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Olson Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Dwight Harry Olson ControlCeoOver 75%1999
Sheryl Lynn Reibman Hoyt ControlChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Olson Investment Advisors LLC manage?

Olson Investment Advisors LLC reports $146.1 million in regulatory assets under management on its Form ADV.

How many employees does Olson Investment Advisors LLC have?

Olson Investment Advisors LLC reports 2 employees.

Does Olson Investment Advisors LLC disclose fund performance?

Olson Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours7:30a.m.-4:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$143.1M
Non-discretionary$3M
Total (RAUM)$146.1M