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Armand Aquino

OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, California
Unclaimed Profile
97 E. ST. JAMES STREET, SAN JOSE, CA 95112CRD# 6962482Firm CRD# 165661
01

About

Armand Aquino is a registered financial advisor based in SAN JOSE, California, affiliated with OPTIMAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OPTIMAL ASSET MANAGEMENT, INC.
OPTIMAL ASSET MANAGEMENT, INC.
AUM
$981M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6962482
Firm CRD# 165661
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Armand Aquino offer?
Armand Aquino specializes in Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.
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, working with OPTIMAL ASSET MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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