O
CRD: 301027
Options Best Financial
Gardnerville, NV
8482481866
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2019
- Office Locations
- 1
Office Locations
-- Gardnerville NV
About Options Best Financial
Options Best Financial is a Gardnerville-based RIA. The firm has been operating for 7 years. Managing $3.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Etrade. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Zenith summit
Asset Classes
Peak
Investment Themes
Pioneer fusion
Investment Vehicles
Crest
Services
Vector insight
Owner & Executives
J
JACK XIAOSUI LIU
Chief Compliance Officer, Mortgage Broker, President
- CRD
- #2437713
- Ownership
- 75% or more
(980) 852-1607
quantum.value@wavecapital.com
in linkedin.com/in/glacier-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
Derivatives:
65.1% Equity - Exchange:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $3,788,848,246 | 65.1% |
| Equity - Exchange | $2,031,195,143 | 34.9% |
| Total | $5,820,043,389 | 100.0% |