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OPTIMA CAPITAL LLC

OPTIMA CAPITAL LLC

Description

Facts and Insights about OPTIMA CAPITAL LLC

OPTIMA CAPITAL LLC has been providing financial expertise to its clients since its inception. The company prides itself on its knowledgeable and experienced team of professionals who work tirelessly to help clients achieve their financial goals.

How the Advisor Helps Clients – Key Takeaways:

The main goal of OPTIMA CAPITAL LLC is to help clients make informed financial decisions that will ultimately lead to their success. The company offers a comprehensive range of financial services, tailored to meet the unique needs of each client. Through careful analysis and strategic planning, OPTIMA CAPITAL LLC assists clients in achieving their financial goals and securing their financial future.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 15 years

These numbers speak volumes about the success and longevity of OPTIMA CAPITAL LLC. With half a billion dollars in assets under management and a highly experienced team of 10 advisors, the company has established itself as a reputable and reliable financial partner.

Financial Services Offered:

OPTIMA CAPITAL LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:

  • Investment management
  • Financial planning
  • Retirement planning
  • Tax planning
  • Estate planning

With such a comprehensive range of services, clients can be assured that their financial needs will be met and their goals achieved with the help of OPTIMA CAPITAL LLC.

Client Types:

OPTIMA CAPITAL LLC serves a diverse clientele, including:

  • High net worth individuals
  • Corporate executives
  • Retirees
  • Small business owners
  • Non-profit organizations

The company has the experience and expertise to handle the complex financial needs of these different client types.

Fees & Compensation:

OPTIMA CAPITAL LLC believes in transparency when it comes to fees and compensation. The company charges a fee based on a percentage of assets under management, ensuring that the interests of both the client and the company are aligned. Additionally, the company does not receive any commissions from third-party products, eliminating any conflicts of interest.

Background:

OPTIMA CAPITAL LLC was founded 15 years ago, with a vision to provide top-notch financial services to clients. Since then, the company has grown and gained recognition for its expertise and success in helping clients achieve their financial goals.

Financial Advisor Disclosures to Know:

As a registered investment advisor, OPTIMA CAPITAL LLC adheres to the highest standards of ethical and professional conduct. The company’s advisors are required to disclose any potential conflicts of interest and must act in the best interest of their clients at all times. Clients can be assured that OPTIMA CAPITAL LLC will always have their best interests at heart.

Company Information

Main Office

Mail Office

Other Information

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