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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Optimum Financial Services LLC
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| CRD # | 105878 |
| SEC # | 801-38310 |
| CIK # | |
| AUM | $269.3 M (2025-02-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 601-981-5900 |
| Address | 1817 Crane Ridge Drive Jackson, MS 39216-4902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 38.6 |
| (b) Individuals (high net worth individuals) | 44 | 217.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (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 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 269.3 |
| By Discretionary | ||
| Discretionary | 468 | 269.1 |
| Non-Discretionary | 1 | 0.2 |
| Total | 469 | 269.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.3 | |
| Total | 469 | 269.3 |
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|---|---|---|
|
Generations Wealth LLC
✚
|
OH | 0.3 |
|
Cove Private Wealth LLC
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|
NY | 0.3 |
|
Spectrum Wealth Management LLC
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|
CA | 0.3 |
|
Fortress Wealth Management Inc
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|
CA | 0.3 |
|
Tieton Capital Management LLC
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|
WA | 0.3 |
|
Sonoma West LLC
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|
0.3 | |
|
Amplify Financial LLC
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|
AZ | 0.3 |
|
Strategic Financial Partners Ltd
✚
|
0.3 | |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
RM Private Wealth Management Inc
✚
|
FL | 0.3 |