Optimal Asset Management, Inc. info
Optimal Asset Management, Inc. (SEC CIK 1651336) first filed with the SEC on 2015-08-24 (Form D) and has filed 9 times since, including 8 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 171 MAIN STREET, SUITE 298, LOS ALTOS, CA, 94022.
- Name: Value Optimal Asset Management, Inc..
- SEC CIK: Value 1651336.
- State of organization: Value DE.
- Business address: Value 171 MAIN STREET, SUITE 298, LOS ALTOS, CA, 94022.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Optimal Asset Management, Inc. |
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| SEC CIK | 1651336 |
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| State of organization | DE |
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| Business address | 171 MAIN STREET, SUITE 298, LOS ALTOS, CA, 94022 |
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| Mailing address | 97 E. ST. JAMES STREET, SUITE 101, SAN JOSE, CA, 95112 |
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| Phone | 650-472-1187 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2015-08-24 (Form D) |
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| Latest SEC filing | 2021-11-15 (Form 13F-HR) |
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| Filings on EDGAR | 9 |
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| First Form 13F-HR | 2020-05-06 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2021-11-15 (quarter ended 2021-09-30) |
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| Form 13F-HR filings | 8 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2015 | 1 | 0 |
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