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
https://www.optumizedip.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Optimized Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Bilby, financial advisor Cardiff By The Sea CA
David M. Bilby
CRD#: 7561337
Cardiff By The Sea, CA

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, financial advisor Cardiff By The Sea CA
Robert J. Michalik
CRD#: 7561351
Cardiff By The Sea, CA

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.

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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