Optimal Planning LLC

Optimal Planning LLC (CRD# 283885) is a financial advisory firm headquartered in Concord, NC. They manage $28,394,876 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $234,668
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Optimal Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick K. Riley
CRD#: 4434612
1028 Lee-ann Drive, Suite 220, Concord, NC 28025

Patrick Riley (CRD# 4434612) is an Investment Advisor Representative working at Optimal Planning LLC in Concord, NC and has over 22 years of experience in the finance industry.

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