Optura Advisors

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Optura Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Burlingame, CA, US

Alternative Asset Classes

PEVCREHFPD

About

Optura Advisors is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning services, insurance review, estate planning review, investment portfolio analysis, retirement income planning and tax planning services to individuals, high-net-worth individuals, trusts, corporations, charitable foundations and other business entities.

Optura Advisors - known decision makers (1)

Contact NamePositionLocationEmailTelephoneAsset Class
Owner & Investment Advisor RepresentativeBurlingame, USPEREHFPD

Showing 1 of 1 known decision makers Optura Advisors

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