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DBA OLSON ASSOCIATES
L.V.O. ADVISORY INC.
CRD 125719
701 BOMBAY LANE, ROSWELL, GA, 30076, United States
Phone
770-740-8744
Fax
770-740-8562
Registration
— (—)
Source
State registered
Total AUM
$71.1M
Discretionary AUM
$10.8M
Team
4 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $26.2M |
| High net worth individuals | 20 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD