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Building 2OPTIMIZED INVESTMENT PARTNERS, LLC

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Phone858-335-1141
NotebookSEC #801-129920
Total AUM
$525M
Employees
3
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
858-335-1141

ReceiptFinancials

Total AUM
$525M
Accounts
26
Discretionary
$0
Accounts
0
Non-Discretionary
$525M
Accounts
26

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
26
AUM
$525M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
LOCAL MUNICIPALITIES

Briefcase businessServices

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Services Offered
Other Services
Other Services
PORTFOLIO MANAGEMENT FOR SMALL GOVERNMENT AGENCIES, CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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