Olson Economics, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156609
- Website
- www.olsoneconomics.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.38%
- Individuals26.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olson Economics, LLC is an independently owned RIA organized as a limited liability company and controlled by an individual owner. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisory model is predominantly non-discretionary, and it bills clients through a mix of AUM-based fees, hourly charges, and fixed-fee engagements. Olson Economics does not position itself as a capital allocator or pension consultant, and it is not marked as an active ESG investor or a multi-state adviser. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals as part of client service delivery.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents8%
- Exchange Traded Equities4%
Contacts
1 of 1Anthony Olson
OwnerCRD 5890713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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