Overview
Assets Under Management: $607 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 102
Average Client Assets: $6 million
Frequently Asked Questions
OPTIMA ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106095), OPTIMA ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
OPTIMA ASSET MANAGEMENT INC is headquartered in DALLAS, TX.
OPTIMA ASSET MANAGEMENT INC serves 102 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, OPTIMA ASSET MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OPTIMA ASSET MANAGEMENT INC manages $607 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, OPTIMA ASSET MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
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