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OPTIMUM FINANCIAL SERVICES, LLC
CRD 105878 · SEC 801-38310
1817 CRANE RIDGE DRIVE, SUITE 200, JACKSON, MS, 39216-4902, United States
Phone
601-981-5900
Fax
601-981-5939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.2M
Discretionary AUM
$300.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $43.0M |
| High net worth individuals | 42 | $242.4M |
| Pension/profit sharing plans | 6 | $9.4M |
States served
LA, MS, TN, TX
All web addresses on file
Official SEC filing: View on IAPD