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).
Total Assets Under Management57MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$447,023
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.
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.