Optimal Asset Management, Inc.
Optimal Asset Management, Inc. (CRD# 165661) is a financial advisory firm headquartered in Los Altos, CA. They manage $561,836,674 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management562MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$280,918,337
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
Antonie Lucas (CRD# 6855052) is an Investment Advisor Representative working at Optimal Asset Management, Inc. in Los Altos, CA and has 1 year of experience in the finance industry.