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OPTIMIZE FINANCIAL INC.
CRD 315963 · SEC 801-122500
23212 MILL CREEK DRIVE, LAGUNA HILLS, CA, 92653, United States
Phone
949-471-0000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.7M
Discretionary AUM
$221.7M
Team
8 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $1.0M |
| High net worth individuals | 54 | $20.5M |
| Investment companies | 1 | $200.2M |
States served
CA, CO, IA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD