AUMdb

Ola I Consulting Llc

State-registered Investment Adviser CRD 339661 · · olaiconsulting.com
☆ Save with Pro ADV data as of Jul 06, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Subscription fees
  • Fixed fees

Services

  • Financial planning services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.

View current Form ADV (SEC/IAPD) ↗