Optimum Investment Advisors Revenue

Investment Management • Chicago, Illinois, United States • 11-20 Employees

Optimum Investment Advisors revenue & valuation

Annual revenue	$8,000,000
Revenue per employee	$616,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$25,600,000
Total funding	No funding

Key Contacts at Optimum Investment Advisors

Andrew Goodwin

Vice Chairman And Founder

Steel Bokhof

Owner

Dave Holland

Managing Director

Company overview

Headquarters	Chicago, Illinois, United States
Phone number	+13127821515
Website	optimuminvestment.com
NAICS	5231
SIC	621
Keywords	Investments, Wealth Management, Asset Management, Retirement Planning, Estate Planning, Portfolio Review, 401(K) Plan, Customized Financial Planning, Cash Flow Expense Planning
Founded	1989
Employees	11-20
Socials

Optimum Investment Advisors Email Formats

Optimum Investment Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@optimuminvestment.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@optimuminvestment.com	100%

About Optimum Investment Advisors

Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals. Optimum delivers our clients portfolio management based on objective analytical research and consistent investment processes. With headquarters in Chicago, IL and Dallas, TX, we have built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences. The word optimum means to create the most favorable conditions for growth. With that definition serving as a guiding principle, Optimum Investment Advisors has been delivering successful investment strategies to our clients since 1989. As fiduciaries, we are trustworthy individuals. You can depend on us to consider your financial plans responsibly, and in a way that is best for you. We always provide 100% unbiased, objective advice that acts in your best interest. With Optimum, you can be confident in the fact that we have your best interest at heart. Clients: Individuals Families Executives Business Owners Retirees Services: Asset Management Financial Planning Wealth Management Cash Flow Expense Planning Investment/Portfolio Management Retirement Planning Legacy Planning

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Founder/Owner

Manager

Vice President

Employees by Department

Optimum Investment Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Optimum Investment Advisors has never raised funding before.

Optimum Investment Advisors Tech Stack

Discover the technologies and tools that power Optimum Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

Stimulus

JavaScript frameworks

Open Graph

Miscellaneous

core-js

JavaScript libraries

lit-element

JavaScript libraries

Frequently asked questions

Optimum Investment Advisors is located in Chicago, Illinois, US.

You can reach Optimum Investment Advisors at +13127821515.

Optimum Investment Advisors generates an estimated annual revenue of $8,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Optimum Investment Advisors has an estimated valuation of $25,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Optimum Investment Advisors was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Optimum Investment Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Optimum Investment Advisors

Andrew Goodwin

Vice Chairman And Founder

Steel Bokhof

Owner

Dave Holland

Managing Director

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