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Financial Advisor
Arizona
Tempe
OPTIMA CAPITAL MANAGEMENT

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

No. of Advisors:

4

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

Fee Structure:

A percentage of AUM

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