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Building 2OPTIVEST, INC.

Map pinSAN JUAN CAPISTRANO, CA
Phone949-363-8686
NotebookSEC #801-68965
Total AUM
$319.4M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30448 RANCHO VIEJO ROAD, SUITE 230
SAN JUAN CAPISTRANO
CA 92675
United States
Operating Hours
MON-TH 8AM-5PM, FRI 8AM-3PM
MON-TH 8AM-5PM, FRI 8AM-3PM
Phone
949-363-8686

ReceiptFinancials

Total AUM
$319.4M
Accounts
422
Discretionary
$210.3M
Accounts
320
Non-Discretionary
$109.1M
Accounts
102

ContactClients

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Individual Clients
52
AUM
$19.8M
HNW Individual Clients
56
AUM
$290.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$1.4M
Other Clients
1
AUM
$2.3M
Description of Other Clients
IRREVOCABLE INVESTMENT TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOHIOKTXUTVTWA

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

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