|
⚲
|
| Optimum Financial Services LLC
✚
|
|
|---|---|
| CRD # | 105878 |
| SEC # | 801-38310 |
| CIK # | |
| AUM | $253.7 MM (2023-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 601-981-5900 |
| Address | 1817 Crane Ridge Drive Jackson, MS 39216-4902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 29.4 |
| (b) Individuals (high net worth individuals) | 48 | 207.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.9 |
| (h) Charitable organizations | 0 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 253.7 |
| By Discretionary | ||
| Discretionary | 489 | 253.4 |
| Non-Discretionary | 1 | 0.4 |
| Total | 490 | 253.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.7 | |
| Total | 490 | 253.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
|
River Capital Advisors LC
✚
|
FL | 0.3 |
|
Imprint Wealth LLC
✚
|
SC | 0.3 |
|
RL Evans Co Inc
✚
|
WA | 0.3 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Chapwood Capital Investment Management LLC
✚
|
TX | 0.3 |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |