OPTIMIZE FINANCIAL INC.

LAGUNA HILLS, California·2 registered advisors·CRD# 315963
SEC# 801-1225000949-471-0000
01

Firm Overview

AUM
$152M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIMIZE FINANCIAL INC.

2 registered advisors
Casey Elizabeth Witters
LAGUNA HILLS, California
Tara Elizabeth Mcclanahan
LAGUNA HILLS, California
05

Office Locations

LAGUNA HILLS, California
2 advisors

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Data sourced from SEC Form ADV filings. OPTIMIZE FINANCIAL INC. (CRD# 315963) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.