OPTIMAL PORTFOLIO, LLC
CRD #152462 SEC #801-122503 PRINCETON, NJ 609-799-3040
SEC Registered
Total AUM
$114.3M
Discretionary
$114.3M
Employees
1
Clients
26
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $114.3M | $114.3M | $0 | 1 | 3 |
| Jan 2022 | $114.3M | $114.3M | $0 | 1 | 3 |
| Nov 2021 | $109M | $109M | $0 | 1 | 3 |
| Nov 2021 | $109M | $109M | $0 | 1 | 3 |
| Sep 2021 | $109M | $109M | $0 | 1 | 3 |
| Sep 2021 | $109M | $109M | $0 | 1 | 3 |
DateJan 2022
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees1
Clients3
DateJan 2022
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees1
Clients3
DateNov 2021
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients3
DateNov 2021
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients3
DateSep 2021
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients3
DateSep 2021
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees1
Clients3