OPTIMAL PORTFOLIO, LLC

OPTIMAL PORTFOLIO, LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 152462). Regulatory assets under management: $114.3M.

Registration

• CRD: 152462
• SEC file number: 801-122503
• Type: Registered investment adviser
• Location: 707 STATE ROAD, SUITE 106, PRINCETON, NJ, 08540
• Phone: 609-799-3040
• Latest filing: 2022-01-27
• Regulatory AUM: $114.3M
• Discretionary AUM: $114.3M
• Clients: 1
• Accounts: 203

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 152462 on SEC IAPD (source of record)
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