Overview
Assets Under Management: $607 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 102
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.98
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 284
Non-Discretionary Accounts: 284
Regulatory Filings
CRD Number: 106095
Last Filing Date: 2025-02-19 00:00:00
Website: https://optimaassetmgt.com