Optima Capital Management

EST. AUM
$150,319,761

CONTACTS
4

CLIENT ACCOUNTS
427

Firm Details

Metro area Phoenix
CRD Number 306036
Website optimacapitalmgt.com
Client types

Overview

Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services to high-net-worth individuals and families.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Optima Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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