Optimist Retirement Group, LLC
Optimist Retirement Group, LLC (CRD# 119086) is a financial advisory firm headquartered in Bellevue, WA. They manage $187,865,579 in 180 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Optimist Retirement Group, LLC
By the Numbers
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Total Assets Under Management188MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$1,043,698
Compensation Options
- A percentage of assets under your management
- Commissions
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.
AZ, CA, TX, WA
Financial Advisors at Optimist Retirement Group, LLC
1
Ryan Palmer (CRD# 3143404) is an Investment Advisor Representative working at Optimist Retirement Group, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
2
Graham Williams (CRD# 2601211) is an Investment Advisor Representative working at Optimist Retirement Group, LLC in Bellevue, WA and has over 28 years of experience in the finance industry.
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