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Building 2OPTIMUM QUANTVEST CORPORATION

Map pinDALLAS, TX
Phone263-381-5677
NotebookSEC #801-115089
Total AUM
$695.1M
Employees
4
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1345 RIVER BEND DRIVE
SUITE 100
DALLAS
TX 75247
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
263-381-5677
Other Offices
1

ReceiptFinancials

Total AUM
$695.1M
Accounts
15
Discretionary
$695.1M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$551.2K
Pension/Profit Sharing Plan Clients
2
AUM
$49.5M
Government Entity Clients
5
AUM
$82.7M
Insurance Company Clients
5
AUM
$562.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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