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OPTIMUM QUANTVEST CORPORATION
CRD 301469 · SEC 801-115089
1345 RIVER BEND DRIVE, SUITE 100, DALLAS, TX, 75247, United States
Phone
263-381-5677
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$695.1M
Discretionary AUM
$695.1M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $551K |
| Pension/profit sharing plans | 2 | $49.5M |
| State/municipal entities | 5 | $82.7M |
| Insurance companies | 5 | $562.4M |
States served
TX, CT
All web addresses on file
Official SEC filing: View on IAPD