OPTIMAL ASSET MANAGEMENT, INC.

SAN JOSE, California·7 registered advisors·CRD# 165661
SEC# 801-776730650-472-1187
01

Firm Overview

AUM
$981M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at OPTIMAL ASSET MANAGEMENT, INC.

7 registered advisors
Armand Aquino
SAN JOSE, California
Gannesh Bharadhwaj
SAN JOSE, California
Himanshu Monty Joshi
SAN JOSE, California
Krishnamurthy Tammana
SAN JOSE, California
Raj Rajkumar
SAN JOSE, California
Rohtas Handa
LOS ALTOS, California
Venktesh Shukla
LOS ALTOS, California
05

Office Locations

SAN JOSE, California
5 advisors
LOS ALTOS, California
2 advisors

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Data sourced from SEC Form ADV filings. OPTIMAL ASSET MANAGEMENT, INC. (CRD# 165661) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.