Optima Asset Management Inc.

Optima Asset Management Inc. (CRD# 106095) is a financial advisory firm headquartered in Dallas, TX. They manage $599,035,873 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8144 Walnut Hill Lane, Suite 1180, Dallas, TX 75231
https://twitter.com/optimaassetmgt
By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $2,101,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Optima Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul Lightfoot, financial advisor Dallas TX
Paul A. Lightfoot
CRD#: 6317454
8144 Walnut Hill Lane, Suite 1180, Dallas, TX 75231

Paul Lightfoot (CRD# 6317454) is an Investment Advisor Representative working at Optima Asset Management Inc. in Dallas, TX and has over 16 years of experience in the finance industry.

2
Archie Ponce, financial advisor Dallas TX
Archie A. Ponce
CRD#: 2899966
8144 Walnut Hill Lane, Suite 1180, Dallas, TX 75231

Archie Ponce (CRD# 2899966) is an Investment Advisor Representative working at Optima Asset Management Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals