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OPTIMUM INVESTMENT ADVISORS, LLC
OPTIMUM INVESTMENT ADVISORS, LLC
CHICAGO, Illinois
·
5 registered advisors
·
CRD# 105182
SEC# 801-35773
0
312-782-1515
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OPTIMUM INVESTMENT ADVISORS, LLC
5 registered advisors
Andrew Jackson Goodwin
CHICAGO, Illinois
CRD# 1043096
H. Steel Bokhof
CHICAGO, Illinois
CRD# 2694154
Keith Francis Pinsoneault
CHICAGO, Illinois
CRD# 805050
Michael Allen Winkle
CHICAGO, Illinois
CRD# 2221834
Terry Michael Mccaffrey
CHICAGO, Illinois
CRD# 4850382
05
Office Locations
CHICAGO, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. OPTIMUM INVESTMENT ADVISORS, LLC (CRD# 105182) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.