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Building 2OPTIMA CAPITAL MANAGEMENT

Map pinTEMPE, AZ
Phone480-757-9052
NotebookSEC #801-131999
Total AUM
$150.3M
Employees
4
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 S MILL AVE
STE 800
TEMPE
AZ 85281
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
480-757-9052
Other Offices
2

ReceiptFinancials

Total AUM
$150.3M
Accounts
427
Discretionary
$150.3M
Accounts
427
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$59.9M
HNW Individual Clients
36
AUM
$70.4M
Pension/Profit Sharing Plan Clients
1
AUM
$20.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZCACOFLILINKSKYLAMNMONCNENHNJNYOHOKTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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