Summary
Optimal Asset Management
Founded in 2012
Description
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 Register...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Optimal Asset Management has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Optimal Asset Management was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Optimal Asset Management's annual revenue
$6033000
Based on Kona Equity data
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Revenue per employee
$861857
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Variance of revenue growth
3.21
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Annual revenue growth since founding
$502750
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Revenue growth rate from first known quarter to current
-40.6%
Employee Count
7 employees
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Employee growth rate from first known quarter to current
-45.5%
Executives
Charles Stallings
Product Manager
c**@optimalam.comAllan Zondo
Senior Asset Manager
a**@optimalam.comPaul Walton
Vice President, Sales
p**@optimalam.comDaniel Mantilla
Head of Research
d**@optimalam.comArmand Aquino
Director, Operations
a**@optimalam.comJennie Chen
Manager, Operations
j**@optimalam.comPriscilla Macalincag
Frontend UI Developer
p**@optimalam.comBenny Rivera
Mechanical Maintenance Engineer
b**@optimalam.comHeather Day
Manager, Operations
h**@optimalam.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
Web Analysis
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Rank
5.86 M
Location
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Similar Companies
Key Information
- Name: Optimal Asset Management
- Category: Investment management
- Industry: Financial Institution
- SIC: 62; 6211
- NAICS: 523; 52
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Firmographic data G Score of 1 Founded in 2012 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Optimal Asset Management's headquarters are located at 3175 Bowers Avenue Ucsc Silicon Valley Extension 298 Santa Clara, CA 95054.
Optimal Asset Management's official website is optimalam.com
Optimal Asset Management's annual revenue is $6.0 M.
Optimal Asset Management's SIC: 62; 6211
Optimal Asset Management's NAICS: 523; 52.
Optimal Asset Management has 7 employees
Optimal Asset Management is in the industry of Investment management.