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OPTIVEST, INC.
Tel: 949-363-8686
24901 Dana Point Harbor Drive Suite 200
Dana Point, California 92629
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
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
Firm CRD#:
137070
SEC#:
801-68965
No. of Clients:
446
Assets under Management
$319,909,089
No. of Advisors:
4
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