Optimal Planning LLC
Optimal Planning LLC (CRD# 283885) is a financial advisory firm headquartered in Concord, NC. They manage $28,394,876 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Optimal Planning LLC
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$234,668
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Optimal Planning LLC
1
Patrick Riley (CRD# 4434612) is an Investment Advisor Representative working at Optimal Planning LLC in Concord, NC and has over 22 years of experience in the finance industry.
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