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OPTIMA ASSET MANAGEMENT LLC
10 East 53rd Street
New York, New York 10022
Tel: 212-484-3000
About OPTIMA ASSET MANAGEMENT LLC
OPTIMA ASSET MANAGEMENT LLC, formally registered with the SEC as OPTIMA ASSET MANAGEMENT LLC. The firm was established in 05/10/2019. They have over 2 offices throughout the country.
OPTIMA ASSET MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $812,753,000 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299826 |
| SEC# | 801-115262 |
| Assets Managed by Firm | $812,753,000 |
| No. of Clients | 30 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $812,753,000 |
| High net worth individuals | 5 | $159,701,000 |
| Charitable organizations | 1 | $10,658,000 |
| Corporations or other businesses | 3 | $54,405,000 |
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