OPTIMIST RETIREMENT GROUP, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 119086). Regulatory assets under management: $245.3M.
Compensation: % of AUM, Commissions.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Graham Patrick Williams | MANAGING MEMBER | — |
| Ryan Michael Palmer | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS GRAHAM PATRICK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PALMER DANNY MICHAEL | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |