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| Optimum Investment Advisors LLC
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| |
|---|---|
| CRD # | 105182 |
| SEC # | 801-35773 |
| CIK # | 0001037763 |
| AUM | $287.6 MM (2024-02-08) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 312-782-1515 |
| Address | 20 S Clark Street Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.2 | |
| NVDA | 399,550.0 | 13.3 | |
| MSFT | 1,918,222.4 | 7.8 | |
| COST | 207,576.9 | 5.5 | |
| GOOG | 1,482,566.4 | 4.5 | |
| UNH | 477,004.0 | 4.3 | |
| AMZN | 1,092,997.8 | 3.4 | |
| META | 434,852.0 | 3.3 | |
| JPM | 340,169.2 | 2.7 | |
| ABBV | 269,466.6 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 0.1 |
| (b) Individuals (high net worth individuals) | 53 | 0.1 |
| (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 | 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 | 70 | 0.0 |
| Total | 439 | 0.3 |
| By Discretionary | ||
| Discretionary | 376 | 0.3 |
| Non-Discretionary | 63 | 0.0 |
| Total | 439 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 439 | 0.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001037763] |
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|---|---|---|
|
Ashworth Wealth LLC
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UT | 0.3 |
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Core Wealth Management Inc
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FL | 0.3 |
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Comprehensive Wealth Solutions LLC
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PA | 0.3 |
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Archway Wealth Management LLC
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MO | 0.3 |
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SS&H Financial Advisors Inc
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MI | 0.3 |
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626 Financial LLC
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MI | 0.3 |