Optimalfolios, LLC

Optimalfolios, LLC (CRD# 149602) is a financial advisory firm headquartered in Dallas, TX. They manage $9,000,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4100 Spring Valley Road, Suite 830, Dallas, TX 75244
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $118,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Optimalfolios, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lance Riddle, financial advisor Dallas TX
Lance W. Riddle
CRD#: 2195144
4100 Spring Valley Road, Suite 830, Dallas, TX 75244

Lance Riddle (CRD# 2195144) is an Investment Advisor Representative working at Optimalfolios, LLC in Dallas, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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