Optimize Advisors LLC
About this Advisor
Michael Khouw is a financial advisor who works out of Mill Valley, California, with a total of 10 years of financial industry experience. Khouw works at Optimize Advisors LLC. During their career, Khouw has held roles at Tradelegs, LLC, Crt Capital Group, Electronic Brokerage Systems, LLC (Dash Financial LLC), Optimize Advisors LLC and Dash Financial LLC. Khouw maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and New York. Optimize Advisors LLC is a financial advisory firm that has its headquarters in Mill Valley, California. It has offices in two locations and just four employees. It controls $3 million in assets under management between its three accounts, making it one of the smaller firms in the nation by assets under management. Of its three client accounts, 75% belong to high-net-worth investors who have more than $1 million in assets available to invest. Optimize Advisors LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the financial services offered. Fees charged by Optimize Advisors LLC can consist of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Optimize Advisors LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Michael Khouw Work History
Michael has 10 years of experience.
Optimize Advisors LLC
Electronic Brokerage Systems, LLC (Dash Financial LLC)
Dash Financial LLC
Crt Capital Group
Michael Khouw has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Optimize Advisors LLC
Mill Valley, CA
New York, NY
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