Optimum Financial Services LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Optimum Financial Services LLC
CRD #105878
SEC #801-38310
CIK #
AUM $190.2 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone601-981-5900
Address1817 Crane Ridge Drive
Jackson, MS 39216-4902
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
195156117783902000200620132020
Comparable Firms State AUM ($BB)
First Niagara Bank
NY 0.2
Niagara Investment Advisors Inc
NY 0.2
Sandy Cove Advisors LLC
MA 0.2
The Lawrence D Vitez Corporation
SC 0.2
Aspire Wealth Management Corporation
MA 0.2
Disciplined Wealth Strategies Inc
TX 0.2
Investments By Planners Inc
FL 0.2
Horizon Asset Management LLC
WA 0.2
GFP Investment Services Inc
PA 0.2
London Investment Advisors Inc
MN 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com