Optimized Partners

Optimized Partners (CRD# 113421) is a financial advisory firm headquartered in Allenspark, CO. They manage $17,000,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $217,949
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, CO, TX

Financial Advisors at Optimized Partners
Showing 1 - 1 of 1 top financial advisors.
1
Bradford J. Pappas
CRD#: 1249537
Lyons, CO
58
Wealthminder
score

Bradford Pappas (CRD# 1249537) is an Investment Advisor Representative working at Optimized Partners in Lyons, CO and has over 32 years of experience in the finance industry.

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