OPTIMIZE ADVISORS LLC
CRD #315717 SEC #801-121998 NEW YORK, NY 347-878-7930
SEC Registered
Total AUM
$581.1K
Discretionary
$581.1K
Employees
1
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $581.1K | $581.1K | $0 | 1 | 0 |
| Mar 2024 | $581.1K | $581.1K | $0 | 4 | 0 |
| Jan 2024 | $514.1K | $514.1K | $0 | 4 | 3 |
| Mar 2023 | $514.1K | $514.1K | $0 | 4 | 3 |
| Jul 2022 | $2.9M | $2.9M | $0 | 4 | 0 |
| Jun 2022 | $2.9M | $2.9M | $0 | 4 | 0 |
| Mar 2022 | $2.9M | $2.9M | $0 | 4 | 0 |
| Feb 2022 | $2.8M | $2.8M | $0 | 4 | 3 |
| Jul 2021 | $2.8M | $2.8M | $0 | 4 | 3 |
| Jul 2021 | $2.8M | $2.8M | $0 | 4 | 3 |
| Jul 2021 | $2.8M | $2.8M | $0 | 4 | 3 |
DateMay 2024
Total AUM$581.1K
Discretionary$581.1K
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$581.1K
Discretionary$581.1K
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$514.1K
Discretionary$514.1K
Non-Disc.$0
Employees4
Clients3
DateMar 2023
Total AUM$514.1K
Discretionary$514.1K
Non-Disc.$0
Employees4
Clients3
DateJul 2022
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients3
DateJul 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients3
DateJul 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients3
DateJul 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees4
Clients3