OLSON INVESTMENT ADVISORS LLC

OLSON INVESTMENT ADVISORS LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 104890). Regulatory assets under management: $146.1M.

Registration

• CRD: 104890
• SEC file number: 801-18362
• Type: Registered investment adviser
• Location: 1715 114TH AVE SE, SUITE 200, BELLEVUE, WA, 98004
• Phone: 206-839-4550
• Latest filing: 2025-02-24
• Regulatory AUM: $146.1M
• Discretionary AUM: $143.1M
• Non-discretionary AUM: $3.0M
• Clients: 2
• Accounts: 329

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 104890 on SEC IAPD (source of record)
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