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OPTIVEST, INC.
OPTIVEST, INC.
DANA POINT, California
·
2 registered advisors
·
CRD# 137070
SEC# 801-68965
0
949-363-8686
01
Firm Overview
AUM
$320M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OPTIVEST, INC.
2 registered advisors
Leslie Ann Calhoun
DANA POINT, California
CRD# 2047866
Mark Sholes Vanmourick
DANA POINT, California
CRD# 867435
05
Office Locations
DANA POINT, California
2 advisors
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Data sourced from SEC Form ADV filings. OPTIVEST, INC. (CRD# 137070) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.