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OPTIMA CAPITAL MANAGEMENT
OPTIMA CAPITAL MANAGEMENT, INC.
CRD 132775
404 N. 31ST STREET, SUITE 112, BILLINGS, MT, 59101, United States
Phone
406-208-0208
Fax
801-454-2098
Registration
— (—)
Source
State registered
Total AUM
$36.8M
Discretionary AUM
$36.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; ESTIMATED FLAT PROJECT FEE STRATEGIC BUSINESS ADVISORY SERVICES
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)STRATEGIC BUSINESS ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.5M |
| High net worth individuals | 7 | $33.3M |
All web addresses on file
Official SEC filing: View on IAPD