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OPTIMIZE FINANCIAL INC.
23212 Mill Creek Drive
Laguna Hills, California 92653
Tel: 949-471-0000
About OPTIMIZE FINANCIAL INC.
OPTIMIZE FINANCIAL INC, formally registered with the SEC as OPTIMIZE FINANCIAL INC. The firm was established in 10/14/2021. They have over 1 offices throughout the country.
OPTIMIZE FINANCIAL INC. is a Laguna Hills, California based Financial Planning firm with nearly $152,483,900 assets under management, offering retirement planning & investment advisory services to 124 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315963 |
| SEC# | 801-122500 |
| Assets Managed by Firm | $152,483,900 |
| No. of Clients | 124 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 124 | $152,483,900 |
| Individuals (other than high net worth individuals) | 77 | $129,466,901 |
| High net worth individuals | 47 | $23,016,999 |
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