OPTIMAL ASSET MANAGEMENT, INC.
CRD #165661 SEC #801-77673 SAN JOSE, CA 650-472-1187
SEC Registered
Total AUM
$981.3M
Discretionary
$981.3M
Employees
5
Clients
--
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $981.3M | $981.3M | $0 | 4 | 0 |
| Apr 2021 | $981.3M | $981.3M | $0 | 5 | 0 |
| Apr 2021 | $981.3M | $981.3M | $0 | 5 | 0 |
| Mar 2021 | $981.3M | $981.3M | $0 | 5 | 0 |
| Mar 2021 | $2.6B | $889.7M | $1.7B | 5 | 4 |
| Jan 2021 | $2.6B | $889.7M | $1.7B | 4 | 4 |
| Aug 2020 | $2.6B | $889.7M | $1.7B | 4 | 4 |
| Jun 2020 | $2.6B | $889.7M | $1.7B | 5 | 4 |
| Mar 2020 | $2.6B | $889.7M | $1.7B | 5 | 4 |
| Mar 2020 | $696.6M | $696.6M | $0 | 7 | 0 |
| Mar 2019 | $696.6M | $696.6M | $0 | 7 | 0 |
| Mar 2018 | $747.5M | $747.5M | $0 | 7 | 0 |
| Jan 2018 | $561.8M | $561.8M | $0 | 7 | 0 |
| Nov 2017 | $561.8M | $561.8M | $0 | 7 | 0 |
| Nov 2017 | $561.8M | $561.8M | $0 | 7 | 0 |
| Jun 2017 | $378.8M | $378.8M | $0 | 7 | 1 |
| Mar 2017 | $378.8M | $378.8M | $0 | 7 | 1 |
| Mar 2016 | $349.3M | $349.3M | $0 | 8 | 1 |
| Aug 2015 | $368.2M | $368.2M | $0 | 6 | 1 |
| Jun 2015 | $113.8M | $113.8M | $0 | 6 | 1 |
| Mar 2015 | $113.8M | $113.8M | $0 | 6 | 1 |
| Mar 2014 | $391.4M | $104.9M | $286.5M | 4 | 1 |
| Jan 2014 | $261M | $0 | $261M | 4 | 0 |
| Jul 2013 | $261M | $0 | $261M | 4 | 0 |
| Apr 2013 | $0 | $0 | $0 | 2 | 0 |
| Mar 2013 | $0 | $0 | $0 | 2 | 0 |
| Mar 2013 | $0 | $0 | $0 | 2 | 0 |
| Feb 2013 | $0 | $0 | $0 | 2 | 0 |
DateMay 2021
Total AUM$981.3M
Discretionary$981.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$981.3M
Discretionary$981.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$981.3M
Discretionary$981.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$981.3M
Discretionary$981.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$889.7M
Non-Disc.$1.7B
Employees5
Clients4
DateJan 2021
Total AUM$2.6B
Discretionary$889.7M
Non-Disc.$1.7B
Employees4
Clients4
DateAug 2020
Total AUM$2.6B
Discretionary$889.7M
Non-Disc.$1.7B
Employees4
Clients4
DateJun 2020
Total AUM$2.6B
Discretionary$889.7M
Non-Disc.$1.7B
Employees5
Clients4
DateMar 2020
Total AUM$2.6B
Discretionary$889.7M
Non-Disc.$1.7B
Employees5
Clients4
DateMar 2020
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$747.5M
Discretionary$747.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$378.8M
Discretionary$378.8M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$378.8M
Discretionary$378.8M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees8
Clients1
DateAug 2015
Total AUM$368.2M
Discretionary$368.2M
Non-Disc.$0
Employees6
Clients1
DateJun 2015
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2015
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$391.4M
Discretionary$104.9M
Non-Disc.$286.5M
Employees4
Clients1
DateJan 2014
Total AUM$261M
Discretionary$0
Non-Disc.$261M
Employees4
Clients0
DateJul 2013
Total AUM$261M
Discretionary$0
Non-Disc.$261M
Employees4
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0