OPTIMA CAPITAL LLC
Tel: 503-270-1314 500 Sw 116th Ave. Beaverton, Oregon 97225
About OPTIMA CAPITAL LLC
OPTIMA CAPITAL LLC is a Beaverton, Oregon based financial advisory firm with nearly $247,698,070 in assets under management and provides investment advisory services for 1375 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
310146
Firm SEC#:
801-120712
Assets Under Management:
$247,698,070
No. of Clients:
1375
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges
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