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Optimum Financial Services
Optimum Financial Services is an SEC-registered investment adviser in Jackson, MS, registered since 1991. The firm manages $300 million in assets on a...
Optimum Financial Services
Optimum Financial Services is an SEC-registered investment adviser in Jackson, MS, registered since 1991. The firm manages $300 million in assets on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
Location
Region
North America
Country
United States
City
Jackson
Corporate office
Jackson, MS, United States
Sector focus
Frequently asked questions
What services does Optimum Financial Services offer?
The firm provides retirement planning, insurance product brokerage and discretionary managed-account services, per its public profile. Its offering is designed for mass-affluent individuals and small businesses rather than institutional allocators or large family offices. Specific product lines have not been detailed in independent publications.
Does Optimum Financial Services make direct private investments or co-investments?
There is no public record of the firm engaging in direct private-equity, venture-capital or direct co-investment activity. Its known focus remains on publicly traded securities, retirement accounts and insurance products. The firm does not appear to operate as a principal investor alongside external GPs.
How large is Optimum Financial Services by assets or team size?
Neither assets under management nor professional-headcount figures are publicly disclosed. No regulatory filings, press releases or data-vendor records provide AUM or team-size estimates. The firm's scale remains unverified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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