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Optimum Retirement Planning LLC
OPTIMUM RETIREMENT PLANNING LLC is a state-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $85 million in regulatory assets.
Overview
OPTIMUM RETIREMENT PLANNING LLC is a state-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $85 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Optimum Retirement Planning LLC?
The firm does not publicly disclose its investment committee or principal advisors. Based on its RIA registration, a chief compliance officer is named on Form ADV, but no individual portfolio managers are identified in public filings.
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