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).
Total Assets Under Management416MILLION
Total Number of Accounts194ACCOUNTS
Average Account Value$2,143,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Archie Ponce (CRD# 2899966) is an Investment Advisor Representative working at Optima Asset Management Inc. in Dallas, TX and has over 20 years of experience in the finance industry.