Optimal Wealth Group, LLC
Optimal Wealth Group, LLC (CRD# 175180) is a financial advisory firm headquartered in Potomac, MD. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Sanjay Jain (CRD# 6454400) is an Investment Advisor Representative working at Optimal Wealth Group, LLC in Potomac, MD and has over 3 years of experience in the finance industry.