Be advised. This firm is no longer registered.

Optimal Asset Management, Inc.

Optimal Asset Management, Inc. (CRD# 165661) is a financial advisory firm headquartered in San Jose, CA. They manage $981,280,828 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
97 E. St. James Street, Suite #101, San Jose, CA 95112
https://www.linkedin.com/company/futuresafe-io
By the Numbers
  • Total Assets Under Management
    981
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $10,221,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Optimal Asset Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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