Overview
Assets Under Management: $293 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,409
Discretionary Accounts: 1,409
Regulatory Filings
CRD Number: 310146
Filing ID: 2008585
Last Filing Date: 2025-08-08 11:56:00
Website: https://optimacapitalllc.com