Optimal Portfolio, LLC

Optimal Portfolio, LLC (CRD# 152462) is a financial advisory firm headquartered in Princeton Junction, NJ. They manage $40,240,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,117,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 - 1 of 1 top financial advisors.
1
Yu Oen
CRD#: 5746850
295 Princeton Hightstown Road, Suite 298, Princeton Junction, NJ 08550
93
Wealthminder
score

Yu Oen (CRD# 5746850) is an Investment Advisor Representative working at Optimal Portfolio, LLC in Princeton Junction, NJ and has over 7 years of experience in the finance industry.

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