Active
OPTIMAL CAPITAL ADVISORS, LLC
Investment Advice|TRAVERSE CITY, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$119.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 119.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 144719 |
| SEC Number | 801-68219 |
| Street Address | 12935 SW BAYSHORE DR |
| Street Address 2 | SUITE 305 |
| Location | TRAVERSE CITY, MI 49684 |
| Country | United States |
| Phone | 231-933-4677 |
| Fax | 231-933-4676 |
| Total Employees | 2 |
Client Count by Type (131 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 102 |
| High Net Worth Individual… | 25 |
| Charitable Organizations | 3 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CITY OF TRAVERSE CITY
COUNTY OF GRAND TRAVERSE
TOWNSHIP OF BINGHAM
CITY OF TRAVERSE CITY
COUNTY OF GRAND TRAVERSE
TOWNSHIP OF BINGHAM
CITY OF TRAVERSE CITY
COUNTY OF GRAND TRAVERSE
TOWNSHIP OF BINGHAM
Municipal Government
3 Active
3
Organizations
GRAND TRAVERSE METRO EMERGENCY SERVICES AUTHORITY
NORTHWEST REGIONAL AIRPORT AUTHORITY
TRAVERSE AREA DISTRICT LIBRARY
GRAND TRAVERSE METRO EMERGENCY SERVICES AUTHORITY
NORTHWEST REGIONAL AIRPORT AUTHORITY
TRAVERSE AREA DISTRICT LIBRARY
GRAND TRAVERSE METRO EMERGENCY SERVICES AUTHORITY
NORTHWEST REGIONAL AIRPORT AUTHORITY
TRAVERSE AREA DISTRICT LIBRARY
Special District
3 Active
3
Organizations
GRAND TRAVERSE ACADEMY
GREENSPIRE SCHOOL
NORTHWEST EDUCATION SERVICES
NORTHWESTERN MICHIGAN COLLEGE
OLD MISSION PENINSULA SCHOOL
GRAND TRAVERSE ACADEMY
GREENSPIRE SCHOOL
NORTHWEST EDUCATION SERVICES
NORTHWESTERN MICHIGAN COLLEGE
OLD MISSION PENINSULA SCHOOL
GRAND TRAVERSE ACADEMY
GREENSPIRE SCHOOL
NORTHWEST EDUCATION SERVICES
NORTHWESTERN MICHIGAN COLLEGE
OLD MISSION PENINSULA SCHOOL
School District
5 Active
5
Organizations
117 CENTER FOR GLOBAL ADOPTION
1 CAT INC
2000 CHARTWELL, LLC
217 RECOVERY
4-EVER GREEN
4FRONT CREDIT UNION
4front Foundation Inc
4-H BARKER CREEK
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
676 ADAMS CHAPTER OF TROUT UNLIMITED
Accelerate the Cure Inc
ACME BUSINESS ASSOCIATION
ACME CHRISTIAN THRIFT STORE &FOOD PANTRY
ACTIVE WOMEN NOW INC
ADDICTION TREATMENT SERVICES INC
ALANO BY THE BAY
ALLIANCE FOR INNOVATION AND TRANSFORMATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN FEDERATION OF LABOR & CONG RESS OF INDUSTRIAL ORGS TRAVERSE BA
117 CENTER FOR GLOBAL ADOPTION
1 CAT INC
2000 CHARTWELL, LLC
217 RECOVERY
4-EVER GREEN
4FRONT CREDIT UNION
4front Foundation Inc
4-H BARKER CREEK
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
676 ADAMS CHAPTER OF TROUT UNLIMITED
Accelerate the Cure Inc
ACME BUSINESS ASSOCIATION
ACME CHRISTIAN THRIFT STORE &FOOD PANTRY
ACTIVE WOMEN NOW INC
ADDICTION TREATMENT SERVICES INC
ALANO BY THE BAY
ALLIANCE FOR INNOVATION AND TRANSFORMATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN FEDERATION OF LABOR & CONG RESS OF INDUSTRIAL ORGS TRAVERSE BA
117 CENTER FOR GLOBAL ADOPTION
1 CAT INC
2000 CHARTWELL, LLC
217 RECOVERY
4-EVER GREEN
4FRONT CREDIT UNION
4front Foundation Inc
4-H BARKER CREEK
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
676 ADAMS CHAPTER OF TROUT UNLIMITED
Accelerate the Cure Inc
ACME BUSINESS ASSOCIATION
ACME CHRISTIAN THRIFT STORE &FOOD PANTRY
ACTIVE WOMEN NOW INC
ADDICTION TREATMENT SERVICES INC
ALANO BY THE BAY
ALLIANCE FOR INNOVATION AND TRANSFORMATION
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN FEDERATION OF LABOR & CONG RESS OF INDUSTRIAL ORGS TRAVERSE BA
Nonprofit Organization
811 Active
811
Organizations
Community Partners61 organizations
CITY OF TRAVERSE CITY
Municipal Government·TRAVERSE CITY
COUNTY OF GRAND TRAVERSE
Municipal Government·TRAVERSE CITY
GRAND TRAVERSE METRO EMERGENCY SERVICES AUTHORITY
Special District·TRAVERSE CITY
NORTHWEST REGIONAL AIRPORT AUTHORITY
Special District·TRAVERSE CITY
TRAVERSE AREA DISTRICT LIBRARY
Special District·TRAVERSE CITY
GRAND TRAVERSE ACADEMY
School District·TRAVERSE CITY
GREENSPIRE SCHOOL
School District·TRAVERSE CITY
NORTHWEST EDUCATION SERVICES
School District·TRAVERSE CITY
NORTHWESTERN MICHIGAN COLLEGE
School District·TRAVERSE CITY
OLD MISSION PENINSULA SCHOOL
School District·TRAVERSE CITY
117 CENTER FOR GLOBAL ADOPTION
Nonprofit Organization·TRAVERSE CITY
1 CAT INC
Nonprofit Organization·Traverse City
2000 CHARTWELL, LLC
Nonprofit Organization·TRAVERSE CITY
217 RECOVERY
Nonprofit Organization·TRAVERSE CITY
4-EVER GREEN
Nonprofit Organization·Traverse City
4FRONT CREDIT UNION
Nonprofit Organization·TRAVERSE CITY
4front Foundation Inc
Nonprofit Organization·Traverse City
4-H BARKER CREEK
Nonprofit Organization·Traverse City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Traverse City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Traverse City
676 ADAMS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·TRAVERSE CITY
Accelerate the Cure Inc
Nonprofit Organization·Traverse City
ACME BUSINESS ASSOCIATION
Nonprofit Organization·Traverse City
ACME CHRISTIAN THRIFT STORE &FOOD PANTRY
Nonprofit Organization·TRAVERSE CITY
ACTIVE WOMEN NOW INC
Nonprofit Organization·TRAVERSE CITY
ADDICTION TREATMENT SERVICES INC
Nonprofit Organization·TRAVERSE CITY
ALANO BY THE BAY
Nonprofit Organization·Traverse City
ALLIANCE FOR INNOVATION AND TRANSFORMATION
Nonprofit Organization·TRAVERSE CITY
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Traverse City
AMERICAN FEDERATION OF LABOR & CONG RESS OF INDUSTRIAL ORGS TRAVERSE BA
Nonprofit Organization·TRAVERSE CITY
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·TRAVERSE CITY
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Traverse City
AMERICAN FRIENDS OF FINCHCOCKS INC
Nonprofit Organization·Traverse City
AMERICAN LEGION AUXILIARY
Nonprofit Organization·traverse city
AMERICAN LEGION POST 0035 BOWEN HOLLIDAY
Nonprofit Organization·Traverse City
AMERICAN LEGION POST 35 BOWEN-HOLLIDAY INC
Nonprofit Organization·TRAVERSE CITY
AMERICAN MILITARY LEAGUE
Nonprofit Organization·TRAVERSE CITY
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·TRAVERSE CITY
AMERICAN ROSE SOCIETY
Nonprofit Organization·TRAVERSE CITY
AMES FAMILY FOUNDATION
Nonprofit Organization·TRAVERSE CITY
Anchor of Hope Haiti
Nonprofit Organization·Traverse City
ANCHOR POINT MINISTRY INC
Nonprofit Organization·TRAVERSE CITY
ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ
Nonprofit Organization·Traverse City
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·Traverse City
ANDRES PLACE INC
Nonprofit Organization·Traverse City
ANGEL CARE CHILD CARE INC
Nonprofit Organization·TRAVERSE CITY
ARCHIPELAGO INC
Nonprofit Organization·TRAVERSE CITY
Arts For All of Northern Michigan
Nonprofit Organization·Traverse City
ASSOCIATION OF ACADEMIC MUSEUMS & GALLERIES ASSOCIATION
Nonprofit Organization·TRAVERSE CITY
Association of Notre Dame Clubs Inc - Northern Michigan
Nonprofit Organization·Traverse City
ASSOSCIATION OF MICHIGAN BASKETMAKERS INC
Nonprofit Organization·TRAVERSE CITY
ATLANTIC HARP DUO
Nonprofit Organization·Traverse City
ATLAS SPACE FOUNDATION
Nonprofit Organization·Traverse City
ATS FACILITIES INC
Nonprofit Organization·TRAVERSE CITY
Awakening the Soul
Nonprofit Organization·Traverse City
BADGER SIX INC
Nonprofit Organization·TRAVERSE CITY
BAKERY CONFECTIONERY TOBACCO AND
Nonprofit Organization·TRAVERSE CITY
BARAGA BROADCASTING INC
Nonprofit Organization·TRAVERSE CITY
BARTLETT GROVE MINISTRIES INC
Nonprofit Organization·Traverse City
BAY EYE CHARITABLE FOUNDATION
Nonprofit Organization·TRAVERSE CITY