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OPTIMA CAPITAL LLC

Tel: 503-270-1314
500 Sw 116th Ave.
Beaverton, Oregon  97225

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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

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

Firm CRD#:

310146

SEC#:

801-120712

No. of Clients:

1375

Assets under Management

$247,698,070

No. of Advisors:

6

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