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CRD#: 166536
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

OLSEN PALMER LLC is located at 1015 15th Street, Nw Suite 350, Washington, DC 20005 and was first established at Philadelphia, Delaware in 11/16/2012. After operating for 13 years, OLSEN PALMER LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of OLSEN PALMER LLC’s clients are individuals and 0% of their clients are high net worth individuals. OLSEN PALMER LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at OLSEN PALMER LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access OLSEN PALMER LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at OLSEN PALMER LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for OLSEN PALMER LLC Comes From

Understanding the Statistics for OLSEN PALMER LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1015 15th Street, Nw Suite 350, Washington, DC 20005
Mailing Address
1015 15th Street, Nw Suite 350, Washington, DC 20005
Firm Size
Small
Phone Number
(202) 803-2676
Established
Delaware since 11/16/2012
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
OLSEN, CHRISTOPHER MATTHEWMANAGING MEMBER4663010
GRIFFITH, ANN MARGARETCCO, AMLCO2936554
PALMER, BRIAN JEFFREYPRESIDENT6164585
TUCKER, CLARK BOMARFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1977842

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Advisor's working at OLSEN PALMER LLC

JB

John A Balafoutas

John Anthanasios Balafoutas, John Balafoutas
RR
CRD#: 7578043
Location:
Washington, DC 20005
Company:
OLSEN PALMER LLC
Disclosures:
Experience:
5 years
View Profile
CT

Clark Bomar Tucker

Clark B. Tucker
RR
CRD#: 1977842
Location:
Plano, TX 75024
Company:
TOYOTA FINANCIAL SERVICES SECURITIES USA CORPORATION
Disclosures:
Experience:
36 years
View Profile
CO

Christopher Matthew Olsen

Christopher M. Olsen, Christopher Olsen
RR
CRD#: 4663010
Location:
Dallas, TX 75201
Company:
OLSEN PALMER LLC
Disclosures:
Experience:
22 years
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