Optivest Inc

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Assets, Funds, Holdings

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Optivest Inc
CRD #137070
SEC #801-68965
CIK #
AUM $427.7 MM (62% Disc, 96% US)
Employees6 (100% Investors, 67% Brokers)
Phone949-363-8686
Address24901 Dana Point Harbor Drive
Dana Point, CA 92629
Source IAPDexternal Websiteexternal
Total AUM ($BB)
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