Optifolio

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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $609,933
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Optifolio
Showing 1 - 1 of 1 top financial advisors.
1
Mamdouh R. Isak
CRD#: 1893349
7887 San Felipe Street, Suite 122, Houston, TX 77063
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.