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Mark Sholes Vanmourick

OPTIVEST, INC.·DANA POINT, California
Clean recordOPTIVEST, INC.
24901 DANA POINT HARBOR DRIVE, DANA POINT, CA 92629CRD# 867435Firm CRD# 137070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Sholes Vanmourick · DANA POINT, CA
Registration
CRD #867435 · OPTIVEST, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Sholes Vanmourick is a registered financial advisor based in DANA POINT, California, affiliated with OPTIVEST, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPTIVEST, INC.
OPTIVEST, INC.
AUM
$320M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OPTIVEST, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 867435
Firm CRD# 137070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Sholes Vanmourick offer?
Mark Sholes Vanmourick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANA POINT, California for a consultation.
What are Mark Sholes Vanmourick's credentials?
Mark Sholes Vanmourick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Sholes Vanmourick located?
Mark Sholes Vanmourick is based in DANA POINT, California, working with OPTIVEST, INC.. Their office serves clients in the DANA POINT metropolitan area and surrounding communities.
How does Mark Sholes Vanmourick charge for services?
Mark Sholes Vanmourick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIVEST, INC.?
OPTIVEST, INC. has approximately 4 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Leslie Ann Calhoun
DANA POINT, CA

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Research
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