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Optivest

EST. AUM
$319,437,498

CONTACTS
6

CLIENT ACCOUNTS
422

Firm Details

Metro area Los Angeles
CRD Number 137070
Website optivestinc.com
Client types

Overview

Optivest is a premiere boutique Multi-Family Office. Optivest was founded in 1987 by Mark Van Mourick to provide a full suite of wealth management services including mulit-generational wealth planning, to select individuals and families in Southern California.

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Address

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

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