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Optimal Asset Management
AddedFeb 16, 2024
UpdatedJun 18, 2026
Optimal Asset Management

Optimal Asset Management

Operating

Optimal Asset Management: Factor-based, tax-optimized asset management services for institutional clients.

Location
Los Altos, CA, US
Founded
2012
Firm
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Fundraising
Employees

Optimal Asset Management specializes in the application of factor-based investing and technology to the asset management process.

It offers asset management services to institutional clients, and Registered Investment Advisors through factor-based tax-optimized SMA solutions that seek to outperform and reduce risk at low cost. It was founded in 2012 and is headquartered in Los Altos, California.

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Optimal Asset Management - Classification

Also Known As
  • Optimal Asset Management, Inc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 8 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end