Olson Economics, LLC

RIASEC Registered
Total AUM
$25.6M
Discretionary
$0
0% of AUM
Avg account
$407K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
156609
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Cash & Cash Equivalents 8%, Exchange Traded Equities 4%88%
  • Public Funds/Mutual Funds88%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities4%

Contacts

1 of 1
  • Anthony Olson

    Anthony Olson

    OwnerCRD 5890713

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth