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OPTIMUM QUANTVEST CORPORATION
1345 River Bend Drive
Suite 100
Dallas, Texas 75247
Tel: 469-807-3228
About OPTIMUM QUANTVEST CORPORATION
OPTIMUM QUANTVEST CORPORATION, formally registered with the SEC as OPTIMUM QUANTVEST CORPORATION. The firm was established in 04/26/2019. They have over 4 offices throughout the country.
OPTIMUM QUANTVEST CORPORATION is a Dallas, Texas based Financial Planning firm with nearly $575,330,977 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301469 |
| SEC# | 801-115089 |
| Assets Managed by Firm | $575,330,977 |
| No. of Clients | 23 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $575,330,977 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $400,044 |
| Pension and profit sharing plans | Fewer than 5 clients | $106,619,299 |
| Charitable organizations | Fewer than 5 clients | $378,068 |
| Corporations or other businesses | Fewer than 5 clients | $1,499,857 |
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