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Optimal Planning
OPTIMAL PLANNING LLC is a state-registered investment adviser in CONCORD, NC. The firm manages $43 million in assets, $41 million on a discretionary basis.
Overview
OPTIMAL PLANNING LLC is a state-registered investment adviser in CONCORD, NC. The firm manages $43 million in assets, $41 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who controls Optimal Planning?
The current principals and decision-makers at Optimal Planning are not publicly identified. The firm has not disclosed a management team through its own communications, regulatory filings, or press coverage, and no law firm or wealth advisor has been linked to the entity in a manner that reveals its beneficiaries.
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