Optima Capital Management
Optima Capital Management (CRD# 132775) is a financial advisory firm headquartered in Billings, MT. They manage $25,708,955 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$535,603
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, TX
Financial Advisors at Optima Capital Management
1
Christian Orms (CRD# 2353531) is an Investment Advisor Representative working at Optima Capital Management in Billings, MT and has over 29 years of experience in the finance industry.
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