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Building 2OPTIMIST CAPITAL

Map pinPALM BEACH GARDENS, FL
Phone5617718077
NotebookSEC #801-112387
Total AUM
$10M
Employees
2
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2401 PGA BLVD
SUITE 148
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
5617718077

ReceiptFinancials

Total AUM
$10M
Accounts
28
Discretionary
$10M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$3M
HNW Individual Clients
4
AUM
$7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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