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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
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