1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OPTIMAL ASSET MANAGEMENT, INC.

Map pinSAN JOSE, CA
Phone650-472-1187
NotebookSEC #801-77673
Total AUM
$981.3M
Employees
4
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
97 E. ST. JAMES STREET
SUITE #101
SAN JOSE
CA 95112
United States
Operating Hours
9:00 TO 6:00
Monday - Friday
Phone
650-472-1187

ReceiptFinancials

Total AUM
$981.3M
Accounts
96
Discretionary
$981.3M
Accounts
96
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
53
AUM
$6M
HNW Individual Clients
6
AUM
$16.3M
Pension/Profit Sharing Plan Clients
1
AUM
$951.9M
Charitable Organization Clients
3
AUM
$7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account