Optimize Financial Inc.

RIASEC RegisteredEst. 2021

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$2.2M

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 315963
Registered since: October 14, 2021
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies90.28%
HNWI9.26%
Individuals0.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Optimize Financial Inc. is a corporation operating as an institutional registered investment adviser. The firm registered with the SEC in 2021 and is individually owned. Its client mix includes both individuals/families and institutional accounts, and it charges fees based on a percentage of assets under management. Advisory services offered include financial planning and portfolio management for individuals, small businesses, and investment companies. The adviser is not flagged as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.