OPTIMIST RETIREMENT GROUP, LLC

BELLEVUE, Washington·2 registered advisors·CRD# 119086
SEC# 801-1141091425-637-3037
01

Firm Overview

AUM
$188M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIMIST RETIREMENT GROUP, LLC

2 registered advisors
Graham Patrick Williams
BELLEVUE, Washington
CFP
Ryan Michael Palmer
BELLEVUE, Washington
CFP
05

Office Locations

BELLEVUE, Washington
2 advisors

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Data sourced from SEC Form ADV filings. OPTIMIST RETIREMENT GROUP, LLC (CRD# 119086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.