$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2018
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About Opti Bloom Advisors LLC
Opti Bloom Advisors LLC is a Alpharetta-based RIA. The firm has been operating for 7 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$782.6K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Prime Alpha
Client Personas
Ridge
Custodian
Zenith
Investment Themes
Catalyst vertex Fusion bridge Fusion legacy
Investment Vehicles
Fusion
Services
Value Value Capital radial Foundation delta Bridge Meridian ridge
Owner & Executives
P
Prasanna Venkatesh Srinivasan
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7029710
- Ownership
- 75% or more
(663) 573-9622
delta.capital@harborcapital.com
in linkedin.com/in/insight-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
Public Funds:
51.9% Equity - Exchange:
48.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,031,164,914 | 51.9% |
| Equity - Exchange | $955,665,363 | 48.1% |
| Total | $1,986,830,277 | 100.0% |