OPTIMA ASSET MANAGEMENT INC
Tel: 972-726-0400 8144 Walnut Hill Lane Suite 1180 Dallas, Texas 75231
About OPTIMA ASSET MANAGEMENT INC
OPTIMA ASSET MANAGEMENT INC is a Dallas, Texas based financial advisory firm with nearly $607,144,932 in assets under management and provides investment advisory services for 284 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
106095
Firm SEC#:
801-52409
Assets Under Management:
$607,144,932
No. of Clients:
284
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
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