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).
Total Assets Under Management40MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$1,117,778
- A percentage of assets under your management
- 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 Princeton Junction, NJ and has over 7 years of experience in the finance industry.