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OPTIMAL ASSET MANAGEMENT, INC.
OPTIMAL ASSET MANAGEMENT, INC.
SAN JOSE, California
·
2 registered advisors
·
CRD# 165661
SEC# 801-77673
0
650-472-1187
01
Firm Overview
AUM
$981M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
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 Management
Wealth Management
04
Advisors at OPTIMAL ASSET MANAGEMENT, INC.
2 registered advisors
Armand Aquino
SAN JOSE, California
CRD# 6962482
Himanshu Monty Joshi
SAN JOSE, California
CRD# 2275786
05
Office Locations
SAN JOSE, 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
.