Optivest, Inc.

Optivest, Inc. (CRD# 137070) is a financial advisory firm headquartered in Dana Point, CA. They manage $316,777,253 in 365 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $867,883
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, OK, TX, UT, VT, WA

Financial Advisors at Optivest, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Leslie A. Calhoun
CRD#: 2047866
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Leslie Calhoun (CRD# 2047866) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 31 years of experience in the finance industry.

2
Matthew M. McManus
CRD#: 5092477
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Matthew McManus (CRD# 5092477) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 15 years of experience in the finance industry.

3
Ryan M. Thomason
CRD#: 6378339
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629

Ryan Thomason (CRD# 6378339) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 9 years of experience in the finance industry.

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