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Building 2OPTIMA CAPITAL MANAGEMENT, INC.

Map pinSAN ANTONIO, TX
Phone210-497-4488
NotebookSEC #801-57706
Total AUM
$251.8M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19134 STONE OAK PARKWAY
SUITE 200
SAN ANTONIO
TX 78258
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
210-497-4488

ReceiptFinancials

Total AUM
$251.8M
Accounts
226
Discretionary
$251.8M
Accounts
226
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT SUPERVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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

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