Optimum Retirement Planning LLC
Optimum Retirement Planning LLC (CRD# 312732) is a financial advisory firm headquartered in Lake Forest, IL. They manage $17,542,918 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$389,843
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Optimum Retirement Planning LLC
1
Lawrence Pershing (CRD# 6207106) is an Investment Advisor Representative working at Optimum Retirement Planning LLC in Lake Forest, IL and has over 7 years of experience in the finance industry.
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