OPTURA ADVISORS, INC.

OPTURA ADVISORS, INC. of BURLINGAME, CA is an SEC-registered investment adviser (CRD 175424). Regulatory assets under management: $671K.

Registration

• CRD: 175424
• Type: Registered investment adviser
• Location: 533 AIRPORT BLVD, BURLINGAME, CA, 94010
• Phone: (415) 968-9269
• Latest filing: 2026-03-20
• Regulatory AUM: $671K
• Discretionary AUM: $671K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175424 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search