Optima Capital Management
Finance · Arizona, United States · 1-10 Employees
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Overview
Headquarters
222 S Mill Ave Ste 800, Tempe, Arizona, ...Phone Number
(480) 757-9052Website
www.optimacapitalmgt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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2
1
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1
About Optima Capital Management
Optima Capital Management is an independent wealth management firm that specializes in providing objective and fiduciary-based financial planning, investment advisory services, and family office solutions. The firm is committed to transparency, high-touch service, and goal-driven performance, catering primarily to high-net-worth individuals, families, professionals, and business owners. Their approach emphasizes understanding clients' beliefs and life goals through a personalized process involving a team of financial experts. Based in Arizona, they also offer access to institutional investment managers and custodial services through partnerships with established firms like Charles Schwab.Explore more
Optima Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Optima Capital Management
<$5M
1-10
Private
-
-
AP
Alexander PeharWealth Management Associate & Relationship Management Advisor
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Optima Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Optima Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Optima Capital Management.
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Optima Capital Management is an independent wealth management firm that specializes in providing objective and fiduciary-based financial planning, investment advisory services, and family office solutions. The firm is committed to transparency, high-touch service, and goal-driven performance, catering primarily to high-net-worth individuals, famili... Read More
