OPTIMIST RETIREMENT GROUP, LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 119086
- Registered since
- October 9, 2018
- Website
- www.optimistretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI92.99%
- Individuals7.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Optimist Retirement Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm is owned by an individual and serves primarily individuals and families, with advisory work that emphasizes financial planning and portfolio management for individuals and small businesses. Its fee model combines an asset-based fee and commissionable business. The firm is not described as a capital allocator or an active ESG investor. Its internal categorization indicates it is not a multi-state adviser for registration purposes, and it does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds40%
- Other1%
Contacts
2 of 2RYAN PALMER
financial advisor and Co-FounderCRD 3143404
GRAHAM WILLIAMS
Managing MemberCRD 2601211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$157M in ETFs
98%
$153M
1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $13.3M | 136,004 | 8.49% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 11400 SE 8th St
- Time zone
- PT (UTC-8)
- Office locations
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