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OPTIMA ASSET MANAGEMENT INC
8144 Walnut Hill Lane
Suite 1180
Dallas, Texas 75231
Tel: 972-726-0400
About OPTIMA ASSET MANAGEMENT INC
OPTIMA ASSET MANAGEMENT INC, formally registered with the SEC as OPTIMA ASSET MANAGEMENT INC. The firm was established in 07/12/1996. They have over 1 offices throughout the country.
OPTIMA ASSET MANAGEMENT INC is a Dallas, Texas based Financial Planning firm with nearly $607,144,932 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106095 |
| SEC# | 801-52409 |
| Assets Managed by Firm | $607,144,932 |
| No. of Clients | 284 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 284 | $607,144,932 |
| Individuals (other than high net worth individuals) | 19 | $4,840,405 |
| High net worth individuals | 102 | $600,982,138 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,314,333 |
| Corporations or other businesses | Fewer than 5 clients | $8,056 |
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