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Karen M Japngie

OPTIMUM GROWTH ADVISORS, LLC·N. MERRICK, New York
Series 7, Series 63, Series 65Clean record19 years registeredOPTIMUM GROWTH ADVISORS, LLC
1745 MERRICK AVE, N. MERRICK, NY 11566CRD# 862077Firm CRD# 108008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen M Japngie · N. MERRICK, NY
Registration
CRD #862077 · OPTIMUM GROWTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: OPTIMUM GROWTH ADVISORS, LLC
ACG WEALTH INC.
Jan 2013 – Nov 2021
MERRICK, NY
OPTIMUM GROWTH ADVISORS,LLC
Jan 2008 – May 2013
N. MERRICK, NY
OPTIMUM GROWTH ADVISORS,LLC
May 2007 – Dec 2007
N. MERRICK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 22, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPTIMUM GROWTH ADVISORS, LLC
CRD 108008 · SEC 801-55111
AUM
$141M
Regulatory assets under management
Employees
4
102 client accounts
Services offered by OPTIMUM GROWTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OPTIMUM GROWTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Karen M Japngie offer?
Karen M Japngie specializes in Financial Planning, Investment Management, Fee-Only Advisory.
What are Karen M Japngie's credentials?
Karen M Japngie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen M Japngie located?
Karen M Japngie is based in N. MERRICK, New York, last registered with OPTIMUM GROWTH ADVISORS, LLC.
How does Karen M Japngie charge for services?
Karen M Japngie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMUM GROWTH ADVISORS, LLC?
OPTIMUM GROWTH ADVISORS, LLC has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTIMUM GROWTH ADVISORS, LLC

Diane Englert Christian
N. MERRICK, NY

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