OPTIMAL CAPITAL ADVISORS, LLC

TRAVERSE CITY, Michigan·2 registered advisors·CRD# 144719
SEC# 801-682190231-933-4677
01

Firm Overview

AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPTIMAL CAPITAL ADVISORS, LLC

2 registered advisors
George Brailsford Wislar
TRAVERSE CITY, Michigan
Joseph Patrick Batcha Iii
TRAVERSE CITY, Michigan
05

Office Locations

TRAVERSE CITY, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. OPTIMAL CAPITAL ADVISORS, LLC (CRD# 144719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.