Optifolio

Optifolio (CRD# 115110) is a financial advisory firm headquartered in Houston, TX. They manage $14,709,174 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

7887 San Felipe Street, Suite 122, Houston, TX 77063

http://www.glni.com/optifoli.htm

By the Numbers

Total Assets Under Management

15

MILLION
Total Number of Accounts

37

ACCOUNTS
Average Account Value

$397,545

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Optifolio

Showing 1 - 1 of 1 top financial advisors.

Mamdouh R. Isak

CRD#: 1893349

Houston, TX

Mamdouh Isak (CRD# 1893349) is an Investment Advisor Representative working at Optifolio in Houston, TX and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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