Overview
Assets Under Management: $269 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 44
Average Client Assets: $5 million
Frequently Asked Questions
OPTIMUM FINANCIAL SERVICES, LLC 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 #105878), OPTIMUM FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
OPTIMUM FINANCIAL SERVICES, LLC is headquartered in JACKSON, MS.
OPTIMUM FINANCIAL SERVICES, LLC serves 44 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, OPTIMUM FINANCIAL SERVICES, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OPTIMUM FINANCIAL SERVICES, LLC manages $269 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, OPTIMUM FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.90
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 469
Discretionary Accounts: 468
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105878
Last Filing Date: 2025-02-03 00:00:00
Website: https://ofspm.com