Overview
Assets Under Management: $607 million
Headquarters: FLINT, MI
High-Net-Worth Clients: 14
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.68
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 4,606
Discretionary Accounts: 4,594
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 312989
Filing ID: 1955223
Last Filing Date: 2025-03-28 13:29:00
Website: https://olvinvest.com