OPTIMAL AI ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
298242

Firm profile

FINTRX

Overview

Optimal Ai Advisors LLC operates as a limited liability company and is classified as unclassified within the financial services sector. The firm is owned by an individual and does not engage in capital allocation. While it does not actively pursue ESG investments, it offers advisory services without being categorized as a multi-state adviser or pension consultant. The firm’s investment activity and preferences are not extensively detailed, indicating a focus that may be more specialized or less publicly disclosed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • cheli cervera

    Managing MemberCRD 6996404

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2800 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth