OPTIMA ASSET MANAGEMENT INC
SEC Form ADV profile.
Total regulatory AUM
$657,409,445
Discretionary
$0
Non-discretionary
$657,409,445
Firm details
- CRD number
- 106095
- SEC file number
- 801-52409
- Main office
- DALLAS, TX, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.