Optimized Investment Partners, LLC
Optimized Investment Partners, LLC (CRD# 322145) is a financial advisory firm headquartered in , . They manage $140,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Optimized Investment Partners, LLC
By the Numbers
-
Total Assets Under Management140MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$15,555,556
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Optimized Investment Partners, LLC
1
David Bilby (CRD# 7561337) is an Investment Advisor Representative working at Optimized Investment Partners, LLC in Cardiff By The Sea, CA and has over 2 years of experience in the finance industry.
2
Robert Michalik (CRD# 7561351) is an Investment Advisor Representative working at Optimized Investment Partners, LLC in Cardiff By The Sea, CA and has 1 year of experience in the finance industry.
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