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, owner-operated registered investment adviser that began SEC registration in 2018 and is organized as an LLC. The firm serves individual and family clients (and small-business relationships through portfolio management), delivering financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM structure with commission-based business. The adviser is not positioned as a capital allocator, does not report active ESG investing, and is not structured as a multi-state 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 2
Ryan 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 42Active vs passive
$181M in ETFs
98%
$177M
1%
$3.4M
| 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 | $16.1M | 135,356 | 8.90% |
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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