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Joseph Patrick Batcha III

Principal/ Chief Compliance OfficerOptimal Capital Advisors, LLCCRD 1286067

About Joseph Patrick Batcha III

Joseph Patrick Batcha III is listed as Principal/ Chief Compliance Officer at Optimal Capital Advisors, LLC in Traverse City, MI. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Optimal Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Patrick Batcha III work?

Joseph Patrick Batcha III is listed as Principal/ Chief Compliance Officer at Optimal Capital Advisors, LLC on SEC Form ADV.

How much of Optimal Capital Advisors, LLC does Joseph Patrick Batcha III own?

Form ADV reports a beneficial ownership band of 50-75%.

Optimal Capital Advisors, LLC

TitlePrincipal/ Chief Compliance Officer
Ownership50-75%
Control personYes
Since2006
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