The Olympia Group LLC
RIASEC Registered
Total AUM
$21.1M
Discretionary
$21.1M
100% of AUM
Avg account
$124K
Accounts
170
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326874
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Other Investment Advisers89.61%
- HNWI10.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Olympia Group LLC is an individually owned limited liability company that provides portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges both a percentage of assets under management and can bill on an hourly basis. It is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor or multi-state adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities83%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Contacts
1 of 1Jonathan Dudzinski
PresidentCRD 6433308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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