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Building 2OPTIMAL CAPITAL ADVISORS, LLC

Map pinTRAVERSE CITY, MI
Phone231-933-4677
NotebookSEC #801-68219
Total AUM
$119.9M
Employees
2
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12935 SW BAYSHORE DR
SUITE 305
TRAVERSE CITY
MI 49684
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
231-933-4677

ReceiptFinancials

Total AUM
$119.9M
Accounts
223
Discretionary
$119.9M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$21.5M
HNW Individual Clients
25
AUM
$92.8M
Pension/Profit Sharing Plan Clients
1
AUM
$341.9K
Charitable Organization Clients
3
AUM
$5.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMINYTX

HandshakeAffiliates

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

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