Optimal Portfolio, LLC

Optimal Portfolio, LLC (CRD# 152462) is a financial advisory firm headquartered in Princeton, NJ. They manage $57,219,000 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $447,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

NJ

Financial Advisors at Optimal Portfolio, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Yu Oen
CRD#: 5746850
,
93
Wealthminder
score

Yu Oen (CRD# 5746850) is an Investment Advisor Representative working at Optimal Portfolio, LLC in , and has over 8 years of experience in the finance industry.

2
Grant Harm
CRD#: 5856995
353 Nassau Street, Princeton, NJ 08540
87
Wealthminder
score

Grant Harm (CRD# 5856995) is an Investment Advisor Representative working at Optimal Portfolio, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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