Optimum Capital Strategies

Optimum Capital Strategies (CRD# 148483) is a financial advisory firm headquartered in Beaverton, OR. They manage $30,909,961 in 135 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $228,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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.

OR, WA

Financial Advisors at Optimum Capital Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Donald W. Bredehoeft
CRD#: 4241695
4900 Sw Griffith Dr., #105, Beaverton, OR 97005
93
Wealthminder
score

Donald Bredehoeft (CRD# 4241695) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 16 years of experience in the finance industry.

2
Renee L. Carter
CRD#: 5896361
4900 Sw Griffith Dr., #105, Beaverton, OR 97005
93
Wealthminder
score

Renee Carter (CRD# 5896361) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 5 years of experience in the finance industry.

3
Guerllamo M. Jimenez
CRD#: 3153718
4900 Sw Griffith Dr., #105, Beaverton, OR 97005
93
Wealthminder
score

Guerllamo Jimenez (CRD# 3153718) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 17 years of experience in the finance industry.

4
James M. Bauman
CRD#: 6259247
4900 Sw Griffith Dr., #105, Beaverton, OR 97005
89
Wealthminder
score

James Bauman (CRD# 6259247) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 2 years of experience in the finance industry.

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