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Building 2OPTIMIST RETIREMENT GROUP, LLC

Map pinBELLEVUE, WA
Phone425-637-3037
NotebookSEC #801-114109
Total AUM
$245.3M
Employees
2
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11400 SE 8TH ST.
SUITE 465
BELLEVUE
WA 98004
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
425-637-3037
Other Offices
1

ReceiptFinancials

Total AUM
$245.3M
Accounts
226
Discretionary
$245M
Accounts
224
Non-Discretionary
$264.9K
Accounts
2

ContactClients

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Individual Clients
48
AUM
$17.2M
HNW Individual Clients
71
AUM
$228.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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