Olson Mobeck Investment Advisors, Inc is a large advisory firm based in Rocky Hill. It manages $698.55 million of regulatory assets for 1,007 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Olson Mobeck Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Olson Mobeck Investment Advisors, Inc is $698.55 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Olson Mobeck Investment Advisors, Inc for their services and products based on a percentage of assets under management and fixed fees. 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.
Robert John Mobeck has been acting as President since 1 Sep 1976. Gaylord Gray Horn joined the executive team most recently as the Managing Director.
The principal office where Olson Mobeck Investment Advisors, Inc performs its advisory services is located at 35 Cold Spring Road Ste 112, Rocky Hill, CT 06067, which is also the mailing address of the firm. An additional office of the firm is in Litchfield, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-563-2368 or by fax 860-563-2831. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.peoples.com/im/cda/services_and_products/0,5053,1036,00.htm.