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Optimum Investment Advisors, LLC

Headquartered in CHICAGO, IL

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Firm Information

Optimum Investment Advisors, LLC is a Chicago, Illinois-based firm providing financial planning and portfolio management services for individuals, businesses, and pension plans. The firm manages over $287 million in assets for approximately 439 clients.

Optimum Investment Advisors, LLC

20 S. CLARK STREET

CHICAGO, IL 60603

$287.57M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

OPTIMUM INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

CHICAGO, IL

location

Dallas, TX

Advisors at Optimum Investment Advisors, LLC

View All 5 Advisors
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Mark Wallace Johnson

RA

CHICAGO, IL

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Alfred David Holland

CFP®, RA

CHICAGO, IL

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John Joseph Zielinski

CFA®, RA

CHICAGO, IL

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Jason Robert Sippel

RA

CHICAGO, IL

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Terry Michael McCaffrey

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Optimum Investment Advisors, LLC.

Frequently Asked Questions (7)

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