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CRD#: 336439
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for OPTIMAL EXECUTIONS, LLC Comes From
Understanding the Statistics for OPTIMAL EXECUTIONS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
One World Trade Center Suite 47m, New York, NY 10007
Mailing Address
One World Trade Center Suite 47m, New York, NY 10007
Firm Size
Small
Phone Number
(929) 506-5036
Established
Delaware since 12/02/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at OPTIMAL EXECUTIONS, LLC
Ellen Reese Brasee
PR
CRD#: 3058868
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
27 years
Chris Mitchell Crosby
IAR
RR
CRD#: 6378024
Location:
Boise, ID 83705
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
10 years
Jayson Martin Thornton
PR
CRD#: 7213362
Location:
St. Louis, MO 63102
Company:
THORNTON FINANCIAL PLANNING FIRM LLC
Disclosures:
Experience:
6 years
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