CS
CS

Clinton Craig Steinhoff

5 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
163 clients
Average Client Portfolio
$715K average
Assets Under Management
$116.5M

Fee Structure

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Location

222 S Mill Ave, Ste 800, Tempe, AZ, 85281

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History

Regulatory History (1)
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Criminal
May 2017
Final Disposition
Employment History
Current Registrations
Optima Capital Management
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Morgan Stanley
October 2016 - October 2017 · 1 yr
Morgan StanleyBroker
October 2016 - October 2017 · 1 yr
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.