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Optimum Growth Advisors,LLC (N. Merrick)


Optimum Growth Advisors,LLC is a large advisory firm based in N. Merrick. It manages $172.98 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, New York, and Texas.

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Optimum Growth Advisors provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Optimum Growth Advisors: assets under management

The assets under management (AUM) of Optimum Growth Advisors,LLC is $172.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $172.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.9 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Optimum Growth Advisors,LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in N. Merrick

The principal office where Optimum Growth Advisors,LLC performs its advisory services is located at 36 Lee Avenue, N. Merrick, NY 11566, which is also the mailing address of the firm. An additional office of the firm is in Marblehead, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516.623.2228 or by fax 516.623.1520. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.ogadvisors.com.


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