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Building 2OPTIMAL PORTFOLIO, LLC

Map pinPRINCETON, NJ
Phone609-799-3040
NotebookSEC #801-122503
Total AUM
$114.3M
Employees
1
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 STATE ROAD
SUITE 106
PRINCETON
NJ 08540
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
609-799-3040
Other Offices
1

ReceiptFinancials

Total AUM
$114.3M
Accounts
203
Discretionary
$114.3M
Accounts
203
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$1.6M
HNW Individual Clients
184
AUM
$105.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANJ

HandshakeAffiliates

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

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