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Building 2OPTIMIZE FINANCIAL INC.

Map pinLAGUNA HILLS, CA
Phone949-471-0000
NotebookSEC #801-122500
Total AUM
$221.7M
Employees
8
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23212 MILL CREEK DRIVE
LAGUNA HILLS
CA 92653
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
949-471-0000

ReceiptFinancials

Total AUM
$221.7M
Accounts
100
Discretionary
$221.7M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$1M
HNW Individual Clients
54
AUM
$20.5M
Investment Company Clients
1
AUM
$200.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIANYTX

HandshakeAffiliates

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

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