OPTIMA CAPITAL MANAGEMENT
Tel: 480-757-9052 222 S Mill Ave Ste 800 Tempe, Arizona 85281
About OPTIMA CAPITAL MANAGEMENT
OPTIMA CAPITAL MANAGEMENT is a Tempe, Arizona based financial advisory firm with nearly $116,525,671 in assets under management and provides investment advisory services for 340 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
306036
Firm SEC#:
801-131999
Assets Under Management:
$116,525,671
No. of Clients:
340
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Arizona?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
