Question 1

What services does Erik Kendall Olstein offer?

Accepted Answer

Erik Kendall Olstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.

Question 2

What are Erik Kendall Olstein's credentials?

Accepted Answer

Erik Kendall Olstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Erik Kendall Olstein located?

Accepted Answer

Erik Kendall Olstein is based in PURCHASE, New York, working with OLSTEIN CAPITAL MANAGEMENT, L.P.. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.

Question 4

How does Erik Kendall Olstein charge for services?

Accepted Answer

Erik Kendall Olstein's firm is compensated through percentage of aum, other: a percentage of assets allocated to model portfolios. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is OLSTEIN CAPITAL MANAGEMENT, L.P.?

Accepted Answer

OLSTEIN CAPITAL MANAGEMENT, L.P. has approximately 12 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Erik Kendall Olstein

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