Optimum Capital Strategies

Optimum Capital Strategies (CRD# 148483) is a financial advisory firm headquartered in Beaverton, OR. They manage $35,511,461 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4900 Sw Griffith Drive, #105, Beaverton, OR 97005
https://www.investocs.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $341,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Optimum Capital Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Donald Bredehoeft, financial advisor Beaverton OR
Donald W. Bredehoeft
CRD#: 4241695
4900 Sw Griffith Drive, #105, Beaverton, OR 97005

Donald Bredehoeft (CRD# 4241695) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 23 years of experience in the finance industry.

2
Guerllamo Jimenez, financial advisor Beaverton OR
Guerllamo M. Jimenez
CRD#: 3153718
4900 Sw Griffith Drive, #105, Beaverton, OR 97005

Guerllamo Jimenez (CRD# 3153718) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 24 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