Overview
Assets Under Management: $319 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 139
Average Client Assets: $0.5 million
Frequently Asked Questions
OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115991), OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC is headquartered in MCLEAN, VA.
OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC serves 139 high-net-worth clients according to their SEC filing dated January 29, 2018. View client details ↓
According to their SEC Form ADV, OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC manages $319 million in client assets according to their SEC filing dated January 29, 2018.
According to their SEC Form ADV, OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.46%
Average Client Assets: $0.5 million
Total Client Accounts: 940
Discretionary Accounts: 759
Non-Discretionary Accounts: 181
Regulatory Filings
CRD Number: 115991
Filing ID: 1155617
Last Filing Date: 2018-01-29 14:22:00