← Back to searchVisit website
OPTURA ADVISORS, INC.
CRD 175424
533 AIRPORT BLVD, SUITE 400, BURLINGAME, CA, 94010, United States
Phone
(415) 968-9269
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$671K
Discretionary AUM
$671K
Team
1 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $112K |
All web addresses on file
Official SEC filing: View on IAPD