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OPTIMIST RETIREMENT GROUP, LLC

Tel: 425-637-3037
11400 Se 8th St.
Suite 465
Bellevue, Washington  98004

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OPTIMIST RETIREMENT GROUP, LLC

OPTIMIST RETIREMENT GROUP, LLC is a Bellevue, Washington based financial advisory firm with nearly $187,865,579 in assets under management and provides investment advisory services for 180 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Commission Based

Firm CRD#:

119086

SEC#:

801-114109

No. of Clients:

180

Assets under Management

$187,865,579

No. of Advisors:

2

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