Alexander Cole Pehar

Optima Capital Management

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh 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

Location

222 S Mill Ave, Ste 800, Tempe, AZ, 85281

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Optima Capital Management

February 2024 - Present · 2 yrs

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.