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R.O.I.
RONALD OLSON, INC.
CRD 116966 · SEC 801-64619
2901 W BLUEGRASS BLVD SUITE 200-99, LEHI, UT, 84043, United States
Phone
801-785-3254
Fax
801-785-3244
Registration
— (—)
Source
State registered
Total AUM
$97.0M
Discretionary AUM
$97.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $58.7M |
| High net worth individuals | 38 | $30.5M |
| Pension/profit sharing plans | 15 | $6.8M |
| Corporations/business entities | 1 | $877K |
All web addresses on file
Official SEC filing: View on IAPD