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Building 2OPTIMUS CAPITAL ADVISORS, LLC

Map pinCOPPELL, TX
Phone972-745-7704
NotebookSEC #801-69366
Total AUM
$29.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 S DENTON TAP RD
SUITE 100
COPPELL
TX 75019
United States
Operating Hours
9 AM TO 4 PM
Monday - Friday
Phone
972-745-7704

ReceiptFinancials

Total AUM
$29.7M
Accounts
214
Discretionary
$28.6M
Accounts
181
Non-Discretionary
$1.1M
Accounts
33

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
LIMITED PARTNERSHIP
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MAY RECEIVE A CARRY PERCENTAGE ON PRIVATE PARTNERSHIPS

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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