Optura Advisors, Inc.

Optura Advisors, Inc. (CRD# 175424) is a financial advisory firm headquartered in Burlingame, CA. They manage $1,345,728 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
533 Airport Blvd, Suite 400, Burlingame, CA 94010
https://www.linkedin.com/company/optura-advisors-inc
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $149,525
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Optura Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Roland Chow, financial advisor Burlingame CA
Roland W. Chow
CRD#: 6228711
533 Airport Blvd, Suite 400, Burlingame, CA 94010

Roland Chow (CRD# 6228711) is an Investment Advisor Representative working at Optura Advisors, Inc. in Burlingame, CA and has over 9 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.

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