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Building 2OPTIMUM FINANCIAL SERVICES, LLC

Map pinJACKSON, MS
Phone601-981-5900
NotebookSEC #801-38310
Total AUM
$300.2M
Employees
4
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1817 CRANE RIDGE DRIVE
SUITE 200
JACKSON
MS 39216-4902
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
601-981-5900

ReceiptFinancials

Total AUM
$300.2M
Accounts
486
Discretionary
$300M
Accounts
485
Non-Discretionary
$204K
Accounts
1

ContactClients

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Individual Clients
194
AUM
$43M
HNW Individual Clients
42
AUM
$242.4M
Pension/Profit Sharing Plan Clients
6
AUM
$9.4M
Corporation or Business Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTNTX

HandshakeAffiliates

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

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