Overview
Assets Under Management: $188 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 180
Discretionary Accounts: 180
Regulatory Filings
CRD Number: 119086
Last Filing Date: 2024-03-19 00:00:00
Website: https://optimistretirement.com