1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OPTIMAL WEALTH

Map pinSUDBURY, MA
Phone(617) 277-4453
NotebookSEC #801-117614
Total AUM
$56.3M
Employees
2
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 NORTH ROAD
SUITE 1150
SUDBURY
MA 01776
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 277-4453

ReceiptFinancials

Total AUM
$56.3M
Accounts
42
Discretionary
$27.5M
Accounts
28
Non-Discretionary
$28.8M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
17
AUM
$9.9M
HNW Individual Clients
24
AUM
$46.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
MR. SAGER INSURANCE COMMISSIONS.
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account