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OLEA ADVISORY SERVICES
CRD 340377
1250 S. PINE ISLAND ROAD, SUITE 225, PLANTATION, FL, 33324, United States
Phone
954-414-0915
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING OF INDIVIDUAL NEEDS AND RETIREMENT PLANS
All web addresses on file
Official SEC filing: View on IAPD