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Erik Karl Olsen

VIDENT ADVISORY, LLC·ALPHARETTA, Georgia
Unclaimed Profile
1125 SANCTUARY PKWY, ALPHARETTA, GA 30009CRD# 3263621Firm CRD# 286622
01

About

Erik Karl Olsen is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with VIDENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VIDENT ADVISORY, LLC
VIDENT ASSET MANAGEMENT
AUM
$9.0B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at VIDENT ADVISORY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: QUARTERLY ASSET-BASED LICENSING FEE
Regulatory
SEC/IARD CRD# 3263621
Firm CRD# 286622
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik Karl Olsen offer?
Erik Karl Olsen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Erik Karl Olsen's credentials?
Erik Karl Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Karl Olsen located?
Erik Karl Olsen is based in ALPHARETTA, Georgia, working with VIDENT ADVISORY, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Erik Karl Olsen charge for services?
Erik Karl Olsen's firm is compensated through percentage of aum, subscription fees, other: quarterly asset-based licensing fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIDENT ADVISORY, LLC?
VIDENT ADVISORY, LLC has approximately 21 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALPHARETTA
John Douglas Baxley — MERIT FINANCIAL GROUP, LLCGregory Allan Rutherford — ELITE TAMP LLCKurt Lawrence Wright — QUADRANT REAL ESTATE ADVISORS LLCWalter Ronald Huggins — QUADRANT REAL ESTATE ADVISORS LLCBryan B. Hamm — MEDALIST PARTNERS CORPORATE FINANCE LLC
Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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