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Financial Advisor
Michigan
Traverse City
OPTIMAL CAPITAL ADVISORS, LLC

OPTIMAL CAPITAL ADVISORS, LLC

Tel: 231-933-4677 12935 Sw Bayshore Dr Suite 305 Traverse City, Michigan 49684

About OPTIMAL CAPITAL ADVISORS, LLC

OPTIMAL CAPITAL ADVISORS, LLC is a Traverse City, Michigan based financial advisory firm with nearly $116,624,038 in assets under management and provides investment advisory services for 317 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

144719

Firm SEC#:

801-68219

Assets Under Management:

$116,624,038

No. of Clients:

317

No. of Advisors:

3

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based

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