Archie Alba Ponce
Investment adviser representative at Optima Asset Management Inc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$657.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Optima Asset Management Inc.Sep 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Optima Asset Management Inc
$657.4MAssets managed
111Clients
2Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2899966
- Firm CRD
- 106095