Adviser Profile
| As of Date | 03/20/2024 |
| Registration status | Registration Changed to OPTIMIZED INVESTMENT PARTNERS, LLC |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 68,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,500,000 |
| % High Net Worth | 7.14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- State or municipal government entities
Advisory Activities
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds