Unclaimed Profile

Krishnamurthy Tammana

OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, California

Clean recordOPTIMAL ASSET MANAGEMENT, INC.

97 E. ST. JAMES STREET, SAN JOSE, CA 95112CRD# 6630131Firm CRD# 165661

Profile Verification

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

Identity

Krishnamurthy Tammana · SAN JOSE, CA

Registration

CRD #6630131 · OPTIMAL ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Krishnamurthy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Krishnamurthy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OPTIMAL ASSET MANAGEMENT, INC.

AUM

$981M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6630131

Firm CRD# 165661

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 Advisors Are you this advisor? Claim profile

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 →