Optimum Investment Advisors, LLC

Optimum Investment Advisors, LLC (CRD# 105182) is a financial advisory firm headquartered in Chicago, IL. They manage $287,573,224 in 439 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
20 S. Clark Street, Suite 2130, Chicago, IL 60603
http://www.optimuminvestment.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $655,064
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IL, IN, KY, MI, MS, NC, SC, TX, WI

Financial Advisors at Optimum Investment Advisors, LLC
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals