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).

By the Numbers
  • Total Assets Under Management
    562
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $280,918,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Optimal Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Antonie W. Lucas
CRD#: 6855052
4966 El Camino Real, Suite 101, Los Altos, CA 94022
87
Wealthminder
score

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.

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