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OPTIMA ASSET MANAGEMENT INC

CRD 106095 · SEC 801-52409

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8144 WALNUT HILL LANE, SUITE 1180, DALLAS, TX, 75231, United States

Phone

972-726-0400

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$657.4M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 17 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals14$4.3M
High net worth individuals97$653.1M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD