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Ronald Olson, Inc. (Lindon)


Ronald Olson, Inc. is an adviser based in Lindon. It manages $47 million of regulatory assets for 590 client accounts. It has been registered with the SEC as an adviser since 2005.

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Ronald Olson provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ronald Olson: assets under management

The assets under management (AUM) of Ronald Olson, Inc. is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.66 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ronald Olson, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lindon

The principal office where Ronald Olson, Inc. performs its advisory services is located at 351 East 140 North, Lindon, UT 84042 2004, which is also the mailing address of the firm. An additional office of the firm is in Lehi, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-785-3254 or by fax 801-785-3244. The normal business hours are 8am-5pm on Other. You can find more information about the New York firm at www.roionweb.com.


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