AdvisorOS Directory
Claim Profile
KT

Krishnamurthy Tammana

OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, California
Unclaimed Profile
97 E. ST. JAMES STREET, SAN JOSE, CA 95112CRD# 6630131Firm CRD# 165661
01

About

Krishnamurthy Tammana 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# 6630131
Firm CRD# 165661
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Krishnamurthy Tammana offer?
Krishnamurthy Tammana specializes in Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.
What are Krishnamurthy Tammana's credentials?
Krishnamurthy Tammana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krishnamurthy Tammana located?
Krishnamurthy Tammana 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 Krishnamurthy Tammana charge for services?
Krishnamurthy Tammana'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN JOSE
Leonid Perelman — 3P EQUITY PARTNERS, LLCMichael A. Fishman — 3P EQUITY PARTNERS, LLCCraig Lee Martin — FAMILY WEALTH CONSULTANTS, INC.Robert Alan Yager — YAGER ROBERT ALANMarc Gordon Parkinson — FINANCIAL PLANNING CONSULTANTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile