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Optimal Asset Management, Inc Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Optimal Asset Management, Inc. is an SEC-registered investment adviser based in Los Altos, California. It specializes in applying factor-based investing and technology to the asset management process.

The firm provides asset management services to institutional clients and Registered Investment Advisors through factor-based, tax-optimized SMA solutions. These solutions seek to outperform and manage risk at lower cost. The company operates as a small team within the financial services industry.

Find Optimal Asset Management, Inc employees' phone numbers or email addresses

Optimal Asset Management, Inc Global Highlights

Location
Employees

North America
18

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  • United States Of America
    17
  • Canada
    1

Asia
1

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  • China
    1

Optimal Asset Management, Inc's Leadership

  • President at Optimal Asset Management, Inc
    T. A.
    President
    Mobile Phone
  • Product Manager at Optimal Asset Management, Inc
    C. S.
    Product Manager
    Mobile Phone
  • Client Relationship Manager at Optimal Asset Management, Inc
    C. D.
    Client Relationship Manager
    Mobile Phone
  • Technology Consultant at Optimal Asset Management, Inc
    H. H.
    Technology Consultant
    Mobile Phone
  • Quantitative Financial Analyst at Optimal Asset Management, Inc
    Y. L.
    Quantitative Financial Analyst
    Mobile Phone

Optimal Asset Management, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Product Management
  • Other

Contact profiles from Optimal Asset Management, Inc

Name
Title
Contact
Location
Last Update
  • President at Optimal Asset Management, Inc
    T. A.
    President
    Mobile Phone
    Oct 22, 2024
  • Product Manager at Optimal Asset Management, Inc
    C. S.
    Product Manager
    Mobile Phone
    Bay
    May 31, 2026
  • Client Relationship Manager at Optimal Asset Management, Inc
    C. D.
    Client Relationship Manager
    Mobile Phone
    Oct 24, 2024
  • Technology Consultant at Optimal Asset Management, Inc
    H. H.
    Technology Consultant
    Mobile Phone
    Canada, British Columbia
    Jan 06, 2026
  • Quantitative Financial Analyst at Optimal Asset Management, Inc
    Y. L.
    Quantitative Financial Analyst
    Mobile Phone
    China, Zhejiang
    Sep 03, 2026

Frequently Asked Questions

What is Optimal Asset Management, Inc known for?

Minus sign iconPlus sign iconOptimal Asset Management, Inc was founded in 2012 and operates in the Financial Services industry. You can contact Optimal Asset Management, Inc's main corporate office by phone at
+1-650-472-****
. Explore Optimal Asset Management, Inc's company overview page for more information.

What is Optimal Asset Management, Inc's most common email format?

Minus sign iconPlus sign iconOptimal Asset Management, Inc employees' email format typically follows the pattern of First@optimalam.com. Trying to find reliable and up-to-date employee contact data? Find more Optimal Asset Management, Inc email formats with LeadIQ.

How many employees does Optimal Asset Management, Inc have currently?

Minus sign iconPlus sign iconOptimal Asset Management, Inc has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Optimal Asset Management, Inc's key employees and leadership?

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As of August 2026, Optimal Asset Management, Inc's key employees include:

  • President: T. A.
  • Product Manager: C. S.
  • Client Relationship Manager: C. D.
  • Technology Consultant: H. H.
  • Quantitative Financial Analyst: Y. L.

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