Optimal Portfolio, LLC
Optimal Portfolio, LLC (CRD# 152462) is a financial advisory firm headquartered in Princeton, NJ. They manage $114,257,362 in 203 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management114MILLION
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Total Number of Accounts203ACCOUNTS
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Average Account Value$562,844
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ
Financial Advisors at Optimal Portfolio, LLC
No Advisor Found.
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