OPTIVEST, INC. - Financial Advisor in California, Dana Point

Tel: 949-363-8686 24901 Dana Point Harbor Drive Suite 200 Dana Point, California 92629

About OPTIVEST, INC.

OPTIVEST, INC. is a Dana Point, California based financial advisory firm with nearly $319,909,089 in assets under management and provides investment advisory services for 446 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

137070

Firm SEC#:

801-68965

Assets Under Management:

$319,909,089

No. of Clients:

446

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in California, Dana Point

FirmCRD#:164405

SEC#:801-77136

No. of Advisors:5

No. of Clients:657

AUM:$245,444,140

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

THE CLARK GROUP ASSET MANAGEMENT

164405

801-77136

657

$245,444,140

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