Optimist Retirement Group, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 119086
- Registered since
- October 9, 2018
- Website
- www.optimistretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI92.99%
- Individuals7.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Optimist Retirement Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2018. The firm is individually owned and serves primarily individual and family clients, including small businesses for portfolio management. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small-business clients. Fee arrangements include both a percentage-of-assets model and the ability to earn commissions. The firm does not identify as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds40%
- Other1%
Contacts
2 of 2
Ryan Palmer
financial advisor and Co-FounderCRD 3143404
Graham Williams
Managing MemberCRD 2601211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$181M in ETFs
98%
$177M
1%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $16.1M | 135,356 | 8.90% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11400 Se 8th St
- Time zone
- PT (UTC-8)
- Office locations
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