| Name | Title | Ownership | Since |
|---|---|---|---|
| John Walter Garrard Control | President/Chief Compliance Officer | Under 5% | 2015 |
| Optimum Holdings, LLC Control | Member | Over 75% | 2015 |
| William Hugh Garrard Control | Executive Vice President | Under 5% | 2015 |
Optimum Financial Services, LLC reports $269.3 million in regulatory assets under management on its Form ADV.
Optimum Financial Services, LLC reports 4 employees.
Optimum Financial Services, LLC is based in Jackson, MS and has been SEC-registered since 1991.
Optimum Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216-4902 |
| Phone | 601-981-5900 |
| Fax | 601-981-5939 |
| Office hours | 8:30 - 4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $269.1M |
| Non-discretionary | $212K |
| Total (RAUM) | $269.3M |