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OPTIMUM FINANCIAL SERVICES, LLC
Tel: 601-981-5900
1817 Crane Ridge Drive Suite 200
Jackson, Mississippi 39216-4902
OPTIMUM FINANCIAL SERVICES, LLC
OPTIMUM FINANCIAL SERVICES, LLC is a Jackson, Mississippi based financial advisory firm with nearly $269,319,188 in assets under management and provides investment advisory services for 469 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
105878
SEC#:
801-38310
No. of Clients:
469
Assets under Management
$269,319,188
No. of Advisors:
4
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