| Name | Title | Ownership | Since |
|---|---|---|---|
| Optimum Investment Group, LLC Control | Member And Manager | Over 75% | 2004 |
| Terry Michael McCaffrey Control | Chairman, Chief Executive Officer And Chief Compliance Officer | Under 5% | 2009 |
| Terry Michael McCaffrey Control | Member | Over 75% | 2013 |
Optimum Investment Advisors, LLC reports $321.8 million in regulatory assets under management on its Form ADV.
Optimum Investment Advisors, LLC reports 5 employees.
Optimum Investment Advisors, LLC is based in Chicago, IL.
Optimum Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20 S. Clark Street, Suite 2130, Chicago, IL 60603 |
| Office hours | 8:30 - 5:00 |
| Discloses disciplinary history | No |
| Discretionary | $293.4M |
| Non-discretionary | $28.4M |
| Total (RAUM) | $321.8M |