OPTIVEST, INC.

24901 Dana Point Harbor Drive
Suite 200
Dana Point, California 92629
Tel: 949-363-8686

About OPTIVEST, INC.

OPTIVEST, INC, formally registered with the SEC as OPTIVEST, INC. The firm was established in 03/26/2008. They have over 1 offices throughout the country.

OPTIVEST, INC. is a Dana Point, California based Financial Planning firm with nearly $319,909,089 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137070
SEC#	801-68965
Assets Managed by Firm	$319,909,089
No. of Clients	446
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	446	$319,909,089
Individuals (other than high net worth individuals)	111	$19,028,020
High net worth individuals	54	$279,743,394
Pension and profit sharing plans	Fewer than 5 clients	$2,411,076
Charitable organizations	Fewer than 5 clients	$2,058,942
Corporations or other businesses	Fewer than 5 clients	$14,510,936

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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