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| Optimize Advisors LLC
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|
|---|---|
| CRD # | 315717 |
| SEC # | 801-121998 |
| CIK # | |
| AUM | $0.6 MM (2024-05-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 347-878-7930 |
| Address | 112 W 34th Street New York, NY 10120 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.6 |
| By Discretionary | ||
| Discretionary | 1 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 1 | 0.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Branson Fowlkes Russell Inc
✚
|
TX | 0.0 |
|
UMB Financial Services Inc
✚
|
MO | 0.0 |
|
Bluevine Advisory LLC
✚
|
NJ | 0.0 |
|
Hedgehog Advisers LLC
✚
|
CA | 0.0 |
|
Arch Indices Investment Advisors LLC
✚
|
NY | 0.0 |
|
Berilium Technologies Inc
✚
|
CA | 0.0 |
|
Vance Funds Limited
✚
|
OH | 0.0 |
|
Truedge Asset Management LLC
✚
|
IN | 0.0 |
|
Emergent Venture Partners LLC
✚
|
UT | 0.0 |
|
GOBE Wealth Management LLC
✚
|
NY | 0.0 |