OPTIMUM FINANCIAL SERVICES, LLC
CRD #105878 SEC #801-38310 JACKSON, MS 601-981-5900
SEC Registered
Total AUM
$269.3M
Discretionary
$269.1M
Employees
4
Clients
--
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $269.3M | $269.1M | $212K | 4 | 0 |
| Mar 2024 | $257.5M | $257.2M | $283.8K | 4 | 0 |
| Mar 2023 | $253.7M | $253.4M | $362K | 4 | 0 |
| Nov 2022 | $268.7M | $268.2M | $550.6K | 4 | 0 |
| Apr 2022 | $268.7M | $268.2M | $550.6K | 4 | 0 |
| Apr 2022 | $268.7M | $268.2M | $550.6K | 4 | 0 |
| Feb 2022 | $268.7M | $268.2M | $550.6K | 4 | 0 |
| Mar 2021 | $258.8M | $258.3M | $548.4K | 4 | 0 |
| Dec 2020 | $226.5M | $225.7M | $784.1K | 4 | 0 |
| Jun 2020 | $226.5M | $225.7M | $784.1K | 4 | 0 |
| Mar 2020 | $226.5M | $225.7M | $784.1K | 4 | 0 |
| Mar 2019 | $190.2M | $189.3M | $878.5K | 3 | 0 |
| Sep 2018 | $178.3M | $177M | $1.3M | 3 | 0 |
| Aug 2018 | $178.3M | $177M | $1.3M | 3 | 0 |
| Mar 2018 | $178.3M | $177M | $1.3M | 2 | 0 |
| Feb 2018 | $178.3M | $177M | $1.3M | 2 | 0 |
| Mar 2017 | $154.1M | $152.7M | $1.4M | 2 | 215 |
| Mar 2017 | $154.1M | $152.7M | $1.4M | 2 | 215 |
| Jan 2017 | $152.6M | $150.4M | $2.2M | 3 | 200 |
| Jun 2016 | $152.6M | $150.4M | $2.2M | 4 | 200 |
| Mar 2016 | $152.6M | $150.4M | $2.2M | 4 | 200 |
| Aug 2015 | $144.3M | $141.8M | $2.4M | 3 | 200 |
| Jul 2015 | $144.3M | $141.8M | $2.4M | 3 | 200 |
| May 2015 | $144.3M | $141.8M | $2.4M | 3 | 200 |
| Mar 2015 | $144.3M | $141.8M | $2.4M | 3 | 200 |
| Mar 2014 | $134M | $130.4M | $3.6M | 3 | 200 |
| Feb 2014 | $134M | $130.4M | $3.6M | 3 | 200 |
| Feb 2013 | $115.8M | $112.4M | $3.4M | 3 | 200 |
| Mar 2012 | $109.2M | $105.5M | $3.7M | 1 | 200 |
| Nov 2010 | $129.3M | $95.8M | $33.5M | 5 | -- |
| Mar 2010 | $129.3M | $95.8M | $33.5M | 5 | -- |
| Apr 2009 | $124.2M | $80.9M | $43.4M | 5 | -- |
| Mar 2007 | $98.6M | $52.7M | $45.9M | 5 | -- |
| Mar 2007 | $98.6M | $52.7M | $45.9M | 5 | -- |
| Feb 2007 | $96.3M | $47.9M | $48.3M | 5 | -- |
| Feb 2006 | $96.3M | $47.9M | $48.3M | 5 | -- |
DateFeb 2025
Total AUM$269.3M
Discretionary$269.1M
Non-Disc.$212K
Employees4
Clients0
DateMar 2024
Total AUM$257.5M
Discretionary$257.2M
Non-Disc.$283.8K
Employees4
Clients0
DateMar 2023
Total AUM$253.7M
Discretionary$253.4M
Non-Disc.$362K
Employees4
Clients0
DateNov 2022
Total AUM$268.7M
Discretionary$268.2M
Non-Disc.$550.6K
Employees4
Clients0
DateApr 2022
Total AUM$268.7M
Discretionary$268.2M
Non-Disc.$550.6K
Employees4
Clients0
DateApr 2022
Total AUM$268.7M
Discretionary$268.2M
Non-Disc.$550.6K
Employees4
Clients0
DateFeb 2022
Total AUM$268.7M
Discretionary$268.2M
Non-Disc.$550.6K
Employees4
Clients0
DateMar 2021
Total AUM$258.8M
Discretionary$258.3M
Non-Disc.$548.4K
Employees4
Clients0
DateDec 2020
Total AUM$226.5M
Discretionary$225.7M
Non-Disc.$784.1K
Employees4
Clients0
DateJun 2020
Total AUM$226.5M
Discretionary$225.7M
Non-Disc.$784.1K
Employees4
Clients0
DateMar 2020
Total AUM$226.5M
Discretionary$225.7M
Non-Disc.$784.1K
Employees4
Clients0
DateMar 2019
Total AUM$190.2M
Discretionary$189.3M
Non-Disc.$878.5K
Employees3
Clients0
DateSep 2018
Total AUM$178.3M
Discretionary$177M
Non-Disc.$1.3M
Employees3
Clients0
DateAug 2018
Total AUM$178.3M
Discretionary$177M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2018
Total AUM$178.3M
Discretionary$177M
Non-Disc.$1.3M
Employees2
Clients0
DateFeb 2018
Total AUM$178.3M
Discretionary$177M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2017
Total AUM$154.1M
Discretionary$152.7M
Non-Disc.$1.4M
Employees2
Clients215
DateMar 2017
Total AUM$154.1M
Discretionary$152.7M
Non-Disc.$1.4M
Employees2
Clients215
DateJan 2017
Total AUM$152.6M
Discretionary$150.4M
Non-Disc.$2.2M
Employees3
Clients200
DateJun 2016
Total AUM$152.6M
Discretionary$150.4M
Non-Disc.$2.2M
Employees4
Clients200
DateMar 2016
Total AUM$152.6M
Discretionary$150.4M
Non-Disc.$2.2M
Employees4
Clients200
DateAug 2015
Total AUM$144.3M
Discretionary$141.8M
Non-Disc.$2.4M
Employees3
Clients200
DateJul 2015
Total AUM$144.3M
Discretionary$141.8M
Non-Disc.$2.4M
Employees3
Clients200
DateMay 2015
Total AUM$144.3M
Discretionary$141.8M
Non-Disc.$2.4M
Employees3
Clients200
DateMar 2015
Total AUM$144.3M
Discretionary$141.8M
Non-Disc.$2.4M
Employees3
Clients200
DateMar 2014
Total AUM$134M
Discretionary$130.4M
Non-Disc.$3.6M
Employees3
Clients200
DateFeb 2014
Total AUM$134M
Discretionary$130.4M
Non-Disc.$3.6M
Employees3
Clients200
DateFeb 2013
Total AUM$115.8M
Discretionary$112.4M
Non-Disc.$3.4M
Employees3
Clients200
DateMar 2012
Total AUM$109.2M
Discretionary$105.5M
Non-Disc.$3.7M
Employees1
Clients200
DateNov 2010
Total AUM$129.3M
Discretionary$95.8M
Non-Disc.$33.5M
Employees5
Clients--
DateMar 2010
Total AUM$129.3M
Discretionary$95.8M
Non-Disc.$33.5M
Employees5
Clients--
DateApr 2009
Total AUM$124.2M
Discretionary$80.9M
Non-Disc.$43.4M
Employees5
Clients--
DateMar 2007
Total AUM$98.6M
Discretionary$52.7M
Non-Disc.$45.9M
Employees5
Clients--
DateMar 2007
Total AUM$98.6M
Discretionary$52.7M
Non-Disc.$45.9M
Employees5
Clients--
DateFeb 2007
Total AUM$96.3M
Discretionary$47.9M
Non-Disc.$48.3M
Employees5
Clients--
DateFeb 2006
Total AUM$96.3M
Discretionary$47.9M
Non-Disc.$48.3M
Employees5
Clients--