Unclaimed Profile

Armand Aquino

OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, California

Clean record8 years registeredOPTIMAL ASSET MANAGEMENT, INC.

97 E. ST. JAMES STREET, SAN JOSE, CA 95112CRD# 6962482Firm CRD# 165661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Armand Aquino · SAN JOSE, CA

Registration

CRD #6962482 · OPTIMAL ASSET MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OPTIMAL ASSET MANAGEMENT, INC.

OPTIMAL ASSET MANAGEMENT, INC.

Jun 2018 – Oct 2020

SAN JOSE, CA

Registrations & Exams

Registration record

First registered · June 6, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMAL ASSET MANAGEMENT, INC.

CRD 165661 · SEC 801-77673

AUM

$981M

Regulatory assets under management

Employees

96 client accounts

Services offered by OPTIMAL ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Armand Aquino offer?

Armand Aquino specializes in Investment Management, Wealth Management.

What are Armand Aquino's credentials?

Armand Aquino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Armand Aquino located?

Armand Aquino is based in SAN JOSE, California, last registered with OPTIMAL ASSET MANAGEMENT, INC..

How does Armand Aquino charge for services?

Armand Aquino's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMAL ASSET MANAGEMENT, INC.?

OPTIMAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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