Iniciar sesión Regístrese gratis

Olin Ron Investment Management Co (Asheville)


Olin Ron Investment Management Co is a large advisory firm based in Asheville. It manages $59.42 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Olin Ron Investment Management 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.

Olin Ron Investment Management: assets under management

The assets under management (AUM) of Olin Ron Investment Management Co is $59.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $848.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olin Ron Investment Management Co for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Asheville

The principal office where Olin Ron Investment Management Co performs its advisory services is located at 4 Cedar Chine, Asheville, NC 28803, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-274-1863 or by fax 828-274-1873. The normal business hours are 9 a.m.-5 p.m. on Monday - Friday.


Registered investment advisers similar to Olin Ron Investment Management Co