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OPTIMAL PLANNING LLC
CRD 283885
1028 LEE-ANN DRIVE, SUITE 220, CONCORD, NC, 28025, United States
Phone
704-782-7233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$40.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $43.4M |
All web addresses on file
Official SEC filing: View on IAPD