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| Happy Holidays!! thanks for using AUM13F!! |
| Optimum Investment Advisors LLC
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| CRD # | 105182 |
| SEC # | 801-35773 |
| CIK # | 0001037763 |
| AUM | $321.8 M (2025-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 312-782-1515 |
| Address | 20 S Clark Street Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001037763 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.7 | ||
| Nvidia Corp | 13.7 | ||
| Microsoft Corp | 8.2 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| Facebook Inc | 4.8 | ||
| Alphabet Inc | 4.1 | ||
| Amazon Com Inc | 4.1 | ||
| Broadcom Inc | 3.8 | ||
| J P Morgan Chase & Co | 3.5 | ||
| SPDR Gold Trust | 3.2 | ||
| Oracle Corp | 3.2 | ||
| Mastercard Inc | 2.7 | ||
| Wal Mart Stores Inc | 2.7 | ||
| AbbVie Inc | 2.5 | ||
| UnitedHealth Group Inc | 2.3 | ||
| Banco Bilbao Vizcaya Argentaria Sa | 2.1 | ||
| United Technologies Corp /DE/ | 1.9 | ||
| Cisco Systems Inc | 1.8 | ||
| Goldman Sachs Group Inc | 1.8 | ||
| GE Vernova Inc | 1.7 | ||
| Comfort Systems USA Inc | 1.6 | ||
| Gilead Sciences Inc | 1.6 | ||
| Caterpillar Inc | 1.6 | ||
| Qualcomm Inc/DE | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 0.1 |
| (b) Individuals (high net worth individuals) | 46 | 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 | 0.1 |
| (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 | 68 | 0.0 |
| Total | 426 | 0.3 |
| By Discretionary | ||
| Discretionary | 337 | 0.3 |
| Non-Discretionary | 89 | 0.0 |
| Total | 426 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 426 | 0.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001037763] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackdiamond Wealth Management LLC
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|
NY | 0.3 |
|
Pollock Investment Advisors LLC
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MI | 0.3 |
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ABLE Wealth Management LLC
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NJ | 0.3 |
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Cascades Capital Asset Management LLC
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NC | 0.3 |
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Birmingham Capital Management Co Inc
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AL | 0.3 |
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S&A Financial Services Inc
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KS | 0.3 |
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US Asset Management LLC
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PA | 0.3 |
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Financial Decisions LLC
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|
NY | 0.3 |
|
Goldman Lancaster Inc
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|
CA | 0.3 |
|
Range Financial Group LLC
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OR | 0.3 |