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Building 2OPTIMA CAPITAL LLC

Map pinBEAVERTON, OR
Phone503-270-1314
NotebookSEC #801-120712
Total AUM
$379.8M
Employees
7
Clients
672

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SW 116TH AVE.
SUITE 400
BEAVERTON
OR 97225
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
503-270-1314
Other Offices
3

ReceiptFinancials

Total AUM
$379.8M
Accounts
1,581
Discretionary
$379.8M
Accounts
1,581
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
590
AUM
$200.9M
HNW Individual Clients
81
AUM
$178.7M
Corporation or Business Clients
1
AUM
$106.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDINKSLAMOORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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