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Bart R Olson

PACIFIC WESTERN ASSET MANAGEMENT INC.·SAN FRANCISCO, California
Unclaimed Profile
501 SECOND STREET, SAN FRANCISCO, CA 94107CRD# 6192268Firm CRD# 166828
01

About

Bart R Olson is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PACIFIC WESTERN ASSET MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BOFCAL ASSET MANAGEMENT INC.
BOFCAL ASSET MANAGEMENT INC.
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOFCAL ASSET MANAGEMENT INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
Regulatory
SEC/IARD CRD# 6192268
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bart R Olson offer?
Bart R Olson specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Bart R Olson's credentials?
Bart R Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bart R Olson located?
Bart R Olson is based in SAN FRANCISCO, California, working with PACIFIC WESTERN ASSET MANAGEMENT INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Bart R Olson charge for services?
Bart R Olson's firm is compensated through percentage of aum, other: service provider fees from certain money market funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WESTERN ASSET MANAGEMENT INC.?
PACIFIC WESTERN ASSET MANAGEMENT INC. has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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