Optima Capital LLC
Optima Capital LLC (CRD# 310146) is a financial advisory firm headquartered in Beaverton, OR. They manage $247,698,070 in 1,375 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management248MILLION
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Total Number of Accounts1,375ACCOUNTS
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Average Account Value$180,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, IA, KS, MO, OR, TX, WA
Justin Boggs (CRD# 6234106) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 10 years of experience in the finance industry.
David Evans (CRD# 6126305) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 11 years of experience in the finance industry.
Robert Larsen (CRD# 4457629) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 22 years of experience in the finance industry.
Tobin Wills (CRD# 2563557) is an Investment Advisor Representative working at Optima Capital LLC in Azusa, CA and has over 29 years of experience in the finance industry.
Kyle Harvey (CRD# 7688237) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has 1 year of experience in the finance industry.