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OPTIMUM INVESTMENT ADVISORS, LLC
20 S. Clark Street
Suite 2130
Chicago, Illinois 60603
Tel: 312-782-1515
About OPTIMUM INVESTMENT ADVISORS, LLC
OPTIMUM INVESTMENT ADVISORS, LLC, formally registered with the SEC as OPTIMUM INVESTMENT ADVISORS, LLC. The firm was established in 12/28/1989. They have over 1 offices throughout the country.
OPTIMUM INVESTMENT ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $287,573,224 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105182 |
| SEC# | 801-35773 |
| Assets Managed by Firm | $287,573,224 |
| No. of Clients | 439 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 439 | $287,573,224 |
| Individuals (other than high net worth individuals) | 109 | $81,778,652 |
| High net worth individuals | 53 | $144,896,603 |
| Pension and profit sharing plans | Fewer than 5 clients | $45,260,006 |
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