Optimal Capital Advisors LLC
Legal Name: OPTIMAL CAPITAL ADVISORS, LLC
Full Contact Details
Optimal Capital Advisors LLC
12935 SW BAYSHORE DR, SUITE 305, TRAVERSE CITY, MI
231-933-4677
231-933-4676
Other Info
Optimal Capital Advisors, LLC is a Michigan-based limited liability company with an approval status from the U.S. Securities and Exchange Commission. The firm employs 6 individuals, including 4 in advisory roles, and has been registered with the SEC since Aug 20, 2007. While the number of clients they serve is unknown, Optimal Capital Advisors provides professional financial advisory services to its clients.
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Direct Owners
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JOSEPH PATRICK BATCHA III
PRINCIPAL/ CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Custodians
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FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
United States -
MILLENNIUM TRUST COMPANY
United States