Optima Asset Management Inc
Legal Name: OPTIMA ASSET MANAGEMENT INC
Full Contact Details
Optima Asset Management Inc
12222 MERIT DRIVE, SUITE 1700, DALLAS, TX
972-726-0400
972-726-9667
Other Info
Optima Asset Management Inc, a corporation based in Texas, has two employees, both of whom are in advisory roles. The total number of clients it serves is unknown. The U.S. Securities and Exchange Commission (SEC) lists its status as Approved, with a registration date of July 12, 1996.
Optima Asset Management
Our Team What We Do FAQ Insights News Contact Us Client Portal Partnering with families to ensure smart decisions about their wealth. For over 25 years, Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima w…
Direct Owners
-
ARCHIE ALBA PONCE
EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
PAUL ALAN LIGHTFOOT
PRESIDENT AND CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%