AdvisorOS Directory
Claim Profile
AO

Andrew Jordan Olson

REVELATION CAPITAL MANAGEMENT, LLC·SAUSALITO, California
Unclaimed Profile
300 TURNEY STREET, SAUSALITO, CA 94965CRD# 6785769Firm CRD# 171114
01

About

Andrew Jordan Olson is a registered financial advisor based in SAUSALITO, California, affiliated with REVELATION CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
REVELATION CAPITAL MANAGEMENT, LLC
REVELATION CAPITAL MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at REVELATION CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6785769
Firm CRD# 171114
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAUSALITO?

Browse all registered financial advisors in SAUSALITO, California or claim this profile if it's yours.

Browse SAUSALITO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Jordan Olson offer?
Andrew Jordan Olson specializes in Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are Andrew Jordan Olson's credentials?
Andrew Jordan Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Jordan Olson located?
Andrew Jordan Olson is based in SAUSALITO, California, working with REVELATION CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Andrew Jordan Olson charge for services?
Andrew Jordan Olson's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REVELATION CAPITAL MANAGEMENT, LLC?
REVELATION CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAUSALITO
Garrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS LLCPaul Solli — APERIO GROUP, LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCTamra Ann Stern — MAIN STREET RESEARCH LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile