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OPTIMA CAPITAL LLC
OPTIMA CAPITAL LLC
BEAVERTON, Oregon
·
2 registered advisors
·
CRD# 310146
SEC# 801-120712
3
503-270-1314
01
Firm Overview
AUM
$248M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at OPTIMA CAPITAL LLC
2 registered advisors
Justin Allen Boggs
HILLSBORO, Oregon
CRD# 6234106
Tobin Dennis Wills
HILLSBORO, Oregon
CRD# 2563557
05
Office Locations
HILLSBORO, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. OPTIMA CAPITAL LLC (CRD# 310146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.