Olsen Palmer LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
166536
Registered since
June 3, 2013

Firm profile

FINTRX

Overview

Olsen Palmer LLC is registered with the SEC as a limited liability company since 2013 and is classified in the dataset as an investment bank. Ownership is recorded as individual. The profile flags the firm as not being an active ESG investor and not a capital allocator; it is also marked as not a multi-state adviser, not a pension consultant, and not a related adviser. Several common firm-level fields (for example, detailed advisory activities, fee model, and client base) are not populated in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ann Griffith

    Chief Compliance OfficerCRD 2936554

Contacts

3 of 14
  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

  • Roger Hernandez

    Roger Hernandez

    Managing Director, Investment BankingCRD 3013325

  • Michael Rediker

    Michael Rediker

    Managing DirectorCRD 3086930

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
1015 15th St Nw
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth