Overview
Assets Under Management: $101 million
Headquarters: LAGUNA HILLS, CA
High-Net-Worth Clients: 44
Average Client Assets: $1.9 million
Frequently Asked Questions
OPTIMIZE FINANCIAL INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315963), OPTIMIZE FINANCIAL INC. is subject to fiduciary duty under federal law.
OPTIMIZE FINANCIAL INC. is headquartered in LAGUNA HILLS, CA.
OPTIMIZE FINANCIAL INC. serves 44 high-net-worth clients according to their SEC filing dated January 22, 2024. View client details ↓
According to their SEC Form ADV, OPTIMIZE FINANCIAL INC. offers financial planning and portfolio management for individuals. View all service details ↓
OPTIMIZE FINANCIAL INC. manages $101 million in client assets according to their SEC filing dated January 22, 2024.
According to their SEC Form ADV, OPTIMIZE FINANCIAL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.57%
Average Client Assets: $1.9 million
Total Client Accounts: 642
Discretionary Accounts: 409
Non-Discretionary Accounts: 233
Regulatory Filings
CRD Number: 315963
Filing ID: 1816668
Last Filing Date: 2024-01-22 18:26:00