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Clinton Craig Steinhoff
Optima Capital Management
5 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Optima Capital Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
163 clients
Average Client Portfolio
$715K average
Assets Under Management
$116.5M
Fee Structure
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Location
222 S Mill Ave, Ste 800, Tempe, AZ, 85281
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Criminal
May 2017
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Optima Capital Management
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Morgan Stanley
October 2016 - October 2017 · 1 yr
Morgan Stanley
Broker
October 2016 - October 2017 · 1 yr
State Registrations
2 states
AZ
TX
Advisor
Exams
No exam information available for this advisor.
Clinton Craig Steinhoff - Financial Advisor | TrueAdvisor