Insights

High-Net-Worth Focus Olympic Investment Group specializes in serving high-net-worth individuals, families, and business owners, indicating a potential market for premium financial products, estate planning solutions, and personalized investment services tailored to affluent clients.

Independent Advisory Advantage Supported by LPL Financial, the firm offers unbiased, comprehensive financial advice without proprietary product limitations, presenting an opportunity to cross-sell independent investment platforms and broad-range financial tools to similar advisory firms.

Technology Utilization The company's use of advanced tech stacks such as AWS, JSON-LD, and security features like reCAPTCHA suggests openness to innovative, secure digital financial solutions, opening potential for cybersecurity services or digital wealth management tools.

Regional Market Presence Serving clients throughout the Pacific Northwest, Olympic Investment Group presents opportunities to expand tech-enabled or tailored financial service offerings within regional, affluent markets that value personalized wealth management.

Financial Growth Potential With revenue ranging from 1 to 10 million dollars and supporting a small team, the company may be seeking scalable solutions for efficiency, client acquisition, and service delivery that could benefit from sales of financial technology, CRM systems, or practice management tools.

Olympic Investment Group Tech Stack

Olympic Investment Group uses 8 technology products and services including html5media, Amazon S3, jQuery, and more. Explore Olympic Investment Group's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Amazon S3
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • WordPress Block Editor
    Page Builders
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • EWWW Image Optimizer
    Web Platform Extensions
  • AddThis
    Widgets

Media & News

Olympic Investment Group's Email Address Formats

Olympic Investment Group uses at least 1 format(s):
Olympic Investment Group Email FormatsExamplePercentage
FirstLast@olympicinvestment.comJohnDoe@olympicinvestment.com
60%
FirLast@olympicinvestment.comJohDoe@olympicinvestment.com
40%

Frequently Asked Questions

Where is Olympic Investment Group's headquarters located?

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Olympic Investment Group's main headquarters is located at 144 Railroad Avenue Suite 301 Edmonds, Washington 98020 United States. The company has employees across 1 continents, including North America.

What is Olympic Investment Group's phone number?

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You can contact Olympic Investment Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Olympic Investment Group's official website and social media links?

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Olympic Investment Group's official website is olympicinvestment.com and has social profiles on LinkedIn.

What is Olympic Investment Group's NAICS code?

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Olympic Investment Group's NAICS code is 52 - Finance and Insurance.

How many employees does Olympic Investment Group have currently?

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As of June 2026, Olympic Investment Group has approximately 7 employees across 1 continents, including North America. Key team members include Co-Founder: M. A.Principal, Senior Financial Advisor: J. C. C.. Explore Olympic Investment Group's employee directory with LeadIQ.

What industry does Olympic Investment Group belong to?

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Olympic Investment Group operates in the Financial Services industry.

What technology does Olympic Investment Group use?

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Olympic Investment Group's tech stack includes html5mediaAmazon S3jQueryWordPress Block EditorreCAPTCHAGoogle Tag ManagerEWWW Image OptimizerAddThis.

What is Olympic Investment Group's email format?

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Olympic Investment Group's email format typically follows the pattern of FirstLast@olympicinvestment.com. Find more Olympic Investment Group email formats with LeadIQ.

Olympic Investment Group

Financial ServicesWashington, United States2-10 Employees

Olympic Investment Group is an independent wealth management and financial advisory firm in the financial services industry, based at 144 Railroad Avenue Suite 301 in Edmonds, Washington. The firm has a small team of 2-10 employees and serves high-net-worth individuals, families, and business owners throughout the Pacific Northwest. It operates as an independent firm supported by LPL Financial, enabling unbiased advice and comprehensive financial strategies without proprietary products or sales quotas. Its services encompass retirement planning, estate and legacy strategies, tax-efficient investing, and business succession planning. The company emphasizes a client-centric approach, aiming to build customized plans that align with clients' values, goals, and unique circumstances, and to maintain professionalism and integrity in client relationships.

Section iconCompany Overview

Headquarters
144 Railroad Avenue Suite 301 Edmonds, Washington 98020 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Olympic Investment Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Olympic Investment Group's revenue is estimated to be in the range of $1M$10M

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