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Optimum Investment Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $373.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 779
      Accounts
    • $478.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Loyal Hugh Hughes
April 2003
Alfred David Holland
June 2014
Kim W Suchy
April 2011
Mark Wallace Johnson
February 2015
Terry Michael Mccaffrey
April 2009

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Terry Michael Mccaffrey Chairman, Chief Executive Officer And Chief Compliance Officer February, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets