OPTIMIST RETIREMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$245,276,023
Discretionary
$245,011,105
Non-discretionary
$264,918
Firm details
- CRD number
- 119086
- SEC file number
- 801-114109
- Main office
- BELLEVUE, WA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Commissions
As of October 2026.