OPTIMUM FINANCIAL SERVICES, LLC

1817 Crane Ridge Drive
Suite 200
Jackson, Mississippi 39216-4902
Tel: 601-981-5900

About OPTIMUM FINANCIAL SERVICES, LLC

OPTIMUM FINANCIAL SERVICES, LLC, formally registered with the SEC as OPTIMUM FINANCIAL SERVICES, LLC. The firm was established in 02/22/1991. They have over 1 offices throughout the country.

OPTIMUM FINANCIAL SERVICES, LLC is a Jackson, Mississippi based Financial Planning firm with nearly $269,319,188 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105878
SEC#	801-38310
Assets Managed by Firm	$269,319,188
No. of Clients	469
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	469	$269,319,188
Individuals (other than high net worth individuals)	188	$38,591,719
High net worth individuals	44	$217,880,266
Pension and profit sharing plans	Fewer than 5 clients	$7,961,865
Corporations or other businesses	Fewer than 5 clients	$4,885,338

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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