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Building 2OPTIMA ASSET MANAGEMENT INC

Map pinDALLAS, TX
Phone972-726-0400
NotebookSEC #801-52409
Total AUM
$657.4M
Employees
2
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8144 WALNUT HILL LANE
SUITE 1180
DALLAS
TX 75231
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
972-726-0400

ReceiptFinancials

Total AUM
$657.4M
Accounts
273
Discretionary
$0
Accounts
0
Non-Discretionary
$657.4M
Accounts
273

ContactClients

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Individual Clients
14
AUM
$4.3M
HNW Individual Clients
97
AUM
$653.1M
Pension/Profit Sharing Plan Clients
1
AUM
$71
Corporation or Business Clients
1
AUM
$7.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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