Company Overview
- Headquarters
- 12222 Merit Dr Ste 1700, Dallas TX
- Website
- optimaassetmgt.com
- Phone
- (972) 726-0400
- Employees
- 3
- Founded in
- 1995
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52392 CompaniesNAICS Code 52 CompaniesNAICS Code 523920 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 6211 CompaniesSIC Code 621 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$31B
Company Leadership
Optima Asset Management Industry Tags
Customized Investment Management
Wealth Management
Asset Management
Legacy Planning
Lifestyle Transitions
Retirement Planning
Investment Advisory
Financial Services
Companies Similar to Optima Asset Management
Analyze industry trends and opportunities by examining competitors and companies comparable to Optima Asset Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 29M | 52 | Fort Lee, NJ | 1995 | |
| 28M | 1 | Libertyville, IL | ||
| 28M | 5 | Melville, NY | 2005 | |
| 27M | 104 | New York, NY | 1985 | |
| 26M | 63 | Dallas, TX | 2009 |
FAQ
What is the location of Optima Asset Management's headquarters?
The headquarters of Optima Asset Management are situated at 12222 Merit Dr Ste 1700, Dallas TX
What is Optima Asset Management's phone number?
Optima Asset Management's contact number is (972) 726-0400.
What is Optima Asset Management's official website?
The official website of Optima Asset Management can be found at optimaassetmgt.com.
What is Optima Asset Management's current revenue?
As of November 2019, Optima Asset Management's annual revenue reached $31B.
How many employees does Optima Asset Management currently have?
Optima Asset Management employs approximately 3+ people as of November 2019
Which industries is Optima Asset Management primarily operating in?
Optima Asset Management operates in the following industries: Investment Management
Who is the Executive Vice President of Optima Asset Management?
Optima Asset Management's Executive Vice President is Archie Ponce
What are Optima Asset Management's industry tags?
Optima Asset Management's industry tags include: Customized Investment Management, Wealth Management, Asset Management
When was Optima Asset Management founded?
Optima Asset Management was founded in 1995.