Optimumsquare, LLC

Optimumsquare, LLC (CRD# 285159) is a financial advisory firm headquartered in Bluffton, SC. They manage $5,023,440 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
395 Lake Bluff Drive, Bluffton, SC 29910
http://www.optsq.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $228,338
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, SC

Financial Advisors at Optimumsquare, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Geyer, financial advisor Bluffton SC
Andrew S. Geyer
CRD#: 5556477
395 Lake Bluff Drive, Bluffton, SC 29910

Andrew Geyer (CRD# 5556477) is an Investment Advisor Representative working at Optimumsquare, LLC in Bluffton, SC and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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