Optifolio (CRD# 115110) is a financial advisory firm headquartered in Houston, TX. They manage $9,149,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$609,933
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Mamdouh Isak (CRD# 1893349) is an Investment Advisor Representative working at Optifolio in Houston, TX and has over 27 years of experience in the finance industry.