OPTIMIZED INVESTMENT PARTNERS, LLC
· CRD 322145
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$722.0m
- Main clients (by assets)State and local governments 100%
- Websiteoptimizedip.com
- Form ADV · 2026-09-15SEC adviser record
- Kindinstitutions
- Others nearbyEscondido, CA
As an employer
- Staff (Form ADV)5 · 2 in investment roles
- Offices in1 country