OPTIMUM FINANCIAL SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$300,193,261
Discretionary
$299,989,277
Non-discretionary
$203,984
Firm details
- CRD number
- 105878
- SEC file number
- 801-38310
- Main office
- JACKSON, MS, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.