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Products & Services
About Optimized Advisor
Optimized Advisor is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Temecula, California, United States, operating in Financial Services and employing 6-10 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Optimized Advisor is one of 455,764 Financial companies listed in California.
Business Contact Information
- Website
- 401kedu.com
- Address
- 28220 Jefferson Ave, Temecula, California, 92590, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 10 (6-10)
- Annual Revenue
- $2.0M ($1M-$5M)
Optimized Advisor: frequently asked questions
What does Optimized Advisor do?
Optimized Advisor is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Temecula, California, United States, operating in Financial Services and employing 6-10 people.
Where is Optimized Advisor located?
Optimized Advisor is headquartered at 28220 Jefferson Ave, Temecula, California, 92590, United States.
How many employees does Optimized Advisor have?
Optimized Advisor has about 10 employees (the 6-10 range).
What is Optimized Advisor's annual revenue?
Optimized Advisor's annual revenue is estimated at $2.0M (the $1M-$5M range).
What industry is Optimized Advisor in?
Optimized Advisor is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Optimized Advisor?
Its website is 401kedu.com.
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Manufacturing sales in California, 2026
In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
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