Falists
← Back to search

OPTIMUM CAPITAL STRATEGIES

OPTIMUM CAPITAL STRATEGIES LLC

CRD 148483

Visit website

4900 SW GRIFFITH DRIVE, #269, BEAVERTON, OR, 97005, United States

Phone

971-250-0300

Fax

Registration

— (—)

Source

State registered

Total AUM

$33.5M

Discretionary AUM

$33.5M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)SECURITIES BUY-BACK FOR CORP.

Client types

TypeClientsAUM
Individuals35$8.0M
High net worth individuals15$25.5M

All web addresses on file

Official SEC filing: View on IAPD