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Building 2OPTIMUS CAPITAL ADVISORS, LLC

Map pinCOPPELL, TX
Phone972-745-7704
NotebookSEC #801-128467
Total AUM
$264.1M
Employees
4
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
743 W. MAIN STREET
COPPELL
TX 75019
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-745-7704

ReceiptFinancials

Total AUM
$264.1M
Accounts
533
Discretionary
$263.1M
Accounts
515
Non-Discretionary
$1M
Accounts
18

ContactClients

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Individual Clients
147
AUM
$37.8M
HNW Individual Clients
44
AUM
$159.9M
Charitable Organization Clients
2
AUM
$5.7M
Corporation or Business Clients
1
AUM
$60.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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