OPTIMAL CAPITAL ADVISORS, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 144719). Regulatory assets under management: $119.9M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Joseph Patrick Batcha Iii | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | — |
| BATCHA III JOSEPH PATRICK | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER; OWNER/ CHIEF COMPLIANCE OFFICER; PRINCIPAL/ CHIEF COMPLIANCE OFFICER | — |
| WISLAR GEORGE BRAILSFORD | PRINCIPAL | — |