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Olsen Jan Wendell (Piedmont)


Olsen Jan Wendell is an internet adviser based in Piedmont. It manages $23.31 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Olsen Jan Wendell provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olsen Jan Wendell: assets under management

The assets under management (AUM) of Olsen Jan Wendell is $23.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $932.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olsen Jan Wendell for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Piedmont

The principal office where Olsen Jan Wendell performs its advisory services is located at 321 El Cerrito Avenue, Piedmont, CA 94611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-653-7500 or by fax 510-653-7520. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.


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