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).
Total Assets Under Management17MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$217,949
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, TX
Bradford Pappas (CRD# 1249537) is an Investment Advisor Representative working at Optimized Partners in Lyons, CO and has over 33 years of experience in the finance industry.