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

More Retirement Planning firms in Jackson, Mississippi:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SMITH SHELLNUT WILSON 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	$7,233,687,387	696	16
HARDY REED, LLC 101 S. Front Street Tupelo, MS, 38804	$1,865,178,576	348	18
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place Ridgeland, MS, 39157	$1,341,890,722	6	110
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18
BARNES PETTEY FINANCIAL ADVISORS, LLC 252 Sunflower Avenue Clarksdale, MS, 38614	$1,087,865,356	2816	15

Explore More Retirement Advisors in Jackson, Mississippi

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.