Dba Olson Associates

Dba Olson Associates (CRD# 125719) is a financial advisory firm headquartered in Roswell, GA. They manage $47,954,015 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
701 Bombay Lane, Roswell, GA 30076
https://www.olsonretirement.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $470,137
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Dba Olson Associates
Showing 1 - 1 of 1 top financial advisors.
1
Mark Olson, financial advisor Roswell GA
Mark E. Olson
CRD#: 2641593
701 Bombay Lane, Roswell, GA 30076

Mark Olson (CRD# 2641593) is an Investment Advisor Representative working at Dba Olson Associates in Roswell, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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