Olsen Palmer LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
14
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 a limited liability company that has been SEC-registered since 2013. The firm is privately owned by an individual and is classified in the available data as an investment bank rather than a traditional registered investment adviser focused on discretionary asset management. Available profile flags indicate the firm does not position itself as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, nor is it flagged as a pension consultant or a related adviser in the source dataset.

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 13
  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

  • Roger Hernandez

    Roger Hernandez

    Managing Director, Investment BankingCRD 3013325

  • Michael Rediker

    Michael Rediker

    Managing DirectorCRD 3086930

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth