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OPTIMAL CAPITAL ADVISORS, LLC
Tel: 231-933-4677
12935 Sw Bayshore Dr Suite 305
Traverse City, Michigan 49684
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
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
Firm CRD#:
144719
SEC#:
801-68219
No. of Clients:
317
Assets under Management
$116,624,038
No. of Advisors:
3
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