Optivest, Inc.
Optivest, Inc. (CRD# 137070) is a financial advisory firm headquartered in Dana Point, CA. They manage $319,909,089 in 446 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management320MILLION
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Total Number of Accounts446ACCOUNTS
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Average Account Value$717,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, HI, OK, TX, UT, VT, WA
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.
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.
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.