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OPTIMA CAPITAL MANAGEMENT LLC

Doing business as OPTIMA CAPITAL MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$150,319,761
Discretionary
$150,319,761
Non-discretionary
$0

Firm details

CRD number
306036
SEC file number
801-131999
Main office
TEMPE, AZ, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM

As of November 2026.