Optimum Investment Advisors LLC
Legal Name: OPTIMUM INVESTMENT ADVISORS, LLC
Full Contact Details
Optimum Investment Advisors LLC
33 NORTH LASALLE STREET, SUITE 3700, CHICAGO, IL
312-782-1515
312-782-9797
Other Info
Optimum Investment Advisors LLC is an Illinois-based Limited Liability Company with 14 employees, all of which are in advisory roles. Since its registration with the U.S. Securities and Exchange Commission on December 28, 1989, its status has remained approved. While the number of clients served by the firm is unknown, its legal name remains OPTIMUM INVESTMENT ADVISORS, LLC.
Optimum Investment Advisors
Optimum Investment Advisors is an independent financial advisory firm based in Chicago, Illinois providing trusted investment management services and expertise to high-net worth individuals.
Direct Owners
-
OPTIMUM INVESTMENT GROUP, LLC
MEMBER AND MANAGER owns 75% or more
-
TERRY MICHAEL MCCAFFREY
CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
- Shifting Tides: How Optimum Investment Advisors Adjusted Their Portfolio From Late 2023 to Early 2024
- Optimum Investment Advisors Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Optimum Investment Advisors Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Optimum Investment Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison
Top Holdings
- DANAHER CORP $2,006k
- INVESCO EXCHANGETRAD $1,790k
- Deere & Co $1,662k
- PFIZER INC $1,308k
- OLD REP INTL CORP $836k
- ISHARES TR NATIONAL MUN ETF $778k
- STRYKER CORP $702k
- GAMCO GLOBAL GOLD NAT RES & $274k
- DIGITAL RLTY TR INC $200k
- GENERAL ELECTRIC CO $196k