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
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts104ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX
Financial Advisors at Optimum Capital Strategies
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.