Optimal Asset Management, Inc Employee Directory

Financial ServicesUnited States2-10 Employees

Optimal Asset Management (OAM) is an SEC-registered investment advisor specializing in the application of factor-based investing and technology to the asset management process. OAM 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.

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

Optimal Asset Management, Inc Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
1

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  • China
    1

Optimal Asset Management, Inc's Leadership

  • Stylized image of a person
    T. A.
    President
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  • Stylized image of a person
    C. P.
    Head Of Business Development
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  • Stylized image of a person
    C. S.
    Product Manager
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  • Stylized image of a person
    C. D.
    Client Relationship Manager
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  • Stylized image of a person
    M. H.
    Office Manager
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  • Stylized image of a person
    T. O.
    Operations Manager
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  • Stylized image of a person
    R. H.
    Data Analyst
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  • Stylized image of a person
    S. M.
    Junior Software Engineer
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Contact profiles from Optimal Asset Management, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. A.
    President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. P.
    Head Of Business Development
    Phone icon
    UNITED STATES
    Jun 23, 2025
  • Stylized image of a person
    C. S.
    Product Manager
    Phone icon
    Bay
    Oct 23, 2025
  • Stylized image of a person
    C. D.
    Client Relationship Manager
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    M. H.
    Office Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. O.
    Operations Manager
    Phone icon
    UNITED STATES
    Dec 30, 2023
  • Stylized image of a person
    R. H.
    Data Analyst
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. M.
    Junior Software Engineer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. S.
    Business Intelligence Engineer
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    Y. L.
    Quantitative Financial Analyst
    Phone icon
    ChinaZhejiang
    Sep 16, 2024

Frequently Asked Questions

What is Optimal Asset Management, Inc known for?

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Optimal Asset Management, Inc was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 171 Main St #298, Los Altos, CA 94022, US; you can contact the main corporate office by phone at . Explore Optimal Asset Management, Inc's company overview page for more information.

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

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Optimal Asset Management, Inc employees' email format typically follows the pattern of . 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?

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Optimal Asset Management, Inc has approximately 5 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of October 2025, Optimal Asset Management, Inc's key employees include:

  • President: T. A.
  • Head Of Business Development: C. P.
  • Product Manager: C. S.
  • Client Relationship Manager: C. D.
  • Office Manager: M. H.

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