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Tobin Dennis Wills

OPTIMA CAPITAL LLC·HILLSBORO, Oregon
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1915 NE STUCKI AVE, HILLSBORO, OR 97006CRD# 2563557Firm CRD# 310146
01

About

Tobin Dennis Wills is a registered financial advisor based in HILLSBORO, Oregon, affiliated with OPTIMA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPTIMA CAPITAL LLC
OPTIMA CAPITAL LLC
AUM
$248M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OPTIMA CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2563557
Firm CRD# 310146
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tobin Dennis Wills offer?
Tobin Dennis Wills specializes in Financial Planning, Investment Management. Contact their office in HILLSBORO, Oregon for a consultation.
What are Tobin Dennis Wills's credentials?
Tobin Dennis Wills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tobin Dennis Wills located?
Tobin Dennis Wills is based in HILLSBORO, Oregon, working with OPTIMA CAPITAL LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
How does Tobin Dennis Wills charge for services?
Tobin Dennis Wills's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMA CAPITAL LLC?
OPTIMA CAPITAL LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HILLSBORO
Brian Scott Fuller — CAPITAL UNITED, LLCBradford Brennan Stedem — CAPITAL UNITED, LLCTiffany Michelle Winkles — CAPITAL UNITED, LLCJeffrey Daniel Eischen — PACE FINANCIAL ADVISORS, INC.Justin Allen Boggs — OPTIMA CAPITAL LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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