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Building 2OPTIMIZE ADVISORS LLC

Map pinNEW YORK, NY
Phone347-878-7930
NotebookSEC #801-121998
Total AUM
$581.1K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 W 34TH STREET
18TH FLOOR
NEW YORK
NY 10120
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
347-878-7930
Other Offices
2

ReceiptFinancials

Total AUM
$581.1K
Accounts
1
Discretionary
$581.1K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$581.1K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
AD-HOC PORTFOLIO OR COMPLEX TRADE CONSULTING/ANALYSIS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

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

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