Optima Asset Management Inc.

Optima Asset Management Inc. (CRD# 106095) is a financial advisory firm headquartered in Dallas, TX. They manage $415,843,201 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $2,143,522
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Optima Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Archie A. Ponce
CRD#: 2899966
12222 Merit Drive, Suite 1700, Dallas, TX 75251
93
Wealthminder
score

Archie Ponce (CRD# 2899966) is an Investment Advisor Representative working at Optima Asset Management Inc. in Dallas, TX and has over 19 years of experience in the finance industry.

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