Optima Capital Management

Optima Capital Management (CRD# 132775) is a financial advisory firm headquartered in Billings, MT. They manage $19,949,025 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $376,397
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
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.

MT

Financial Advisors at Optima Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Christian G. Orms
CRD#: 2353531
Billings, MT 59101

Christian Orms (CRD# 2353531) is an Investment Advisor Representative working at Optima Capital Management in Billings, MT and has over 25 years of experience in the finance industry.

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