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OPTIFOUR

Summary

OptiFour is an RIA firm located in Reston, Virginia. OptiFour provides financial planning, investment management, trust, legal and tax services and has more than $400 million of Assets Under Management.

Deals Overview

Total Deals1

Valued Deals0

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Market Context

Senior Management

Mark Cohen
Co-Principal

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19 Nov 2019|United States|Management Consulting

Target: OPTIFOUR

Bidder: CREATIVE PLANNING INC

4 Service Providers

2 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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