Oliver Asset Management
Financial Services • 
1729 Terry Street, Longmont, United States • 1-10 Employees
Company overview
| Headquarters | 1729 Terry Street, Longmont, Colorado 80501, US |
| Phone number | +13034857509 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advisor, Tax Planning, Asset Management, Finance, Life Insurance, Financial Planning, Retirement Income Planning, Long-Term Care, Iras, 401(K) Rollovers, Tax Minimization Strategies, Social Security Maximization, Estate & Legacy Planning, Wealth & Investment Management, Roth Conversions |
| Founded | 2001 |
| Employees | 1-10 |
Key Contact at Oliver Asset Management
Frank Oliver
President & Founder
Oliver Asset Management Email Formats
Oliver Asset Management uses 1 email format. The most common is {first initial} (e.g., j@oliverassetmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@oliverassetmanagement.com | 100% |
About Oliver Asset Management
Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures. Along with creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible. Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.
Oliver Asset Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oliver Asset Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Oliver Asset Management has never raised funding before.
Oliver Asset Management Tech Stack
Discover the technologies and tools that power Oliver Asset Management's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Miscellaneous
United Kingdom
South Africa
Canada
Czechia
Frequently asked questions
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