PPrivate Fund Data Log in Join · $37/mo

Optimist Retirement Group, LLC

● SEC registered since 2018CRD 119086SEC# 801-114109Bellevue, WA
Export (members)
Reg. AUM
$243.1M
Employees
2
Accounts
213
Location
Bellevue, WA

Optimist Retirement Group, LLC assets under management

Optimist Retirement Group, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $243.1 million in regulatory assets under management and employs 2 people.
www.optimistretirement.comView on SEC.gov ↗

Optimist Retirement Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Graham Patrick Williams ControlManaging Member50-75%2004
Ryan Michael Palmer ControlMember/Chief Compliance Officer25-50%2004

Frequently asked questions

How much does Optimist Retirement Group, LLC manage?

Optimist Retirement Group, LLC reports $243.1 million in regulatory assets under management on its Form ADV.

How many employees does Optimist Retirement Group, LLC have?

Optimist Retirement Group, LLC reports 2 employees.

Where is Optimist Retirement Group, LLC located?

Optimist Retirement Group, LLC is based in Bellevue, WA and has been SEC-registered since 2018.

Does Optimist Retirement Group, LLC disclose fund performance?

Optimist Retirement Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11400 SE 8th St., Suite 465, Bellevue, WA 98004
Phone425-637-3037
Fax425-635-5120
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.1M
Non-discretionary$0
Total (RAUM)$243.1M