Investment adviser · CRD 281832

BLUE DUCK WEALTH MANAGEMENT

Investment adviser filing (IA)

THE OPTIMIZED RIA, INC.

ROSWELL, GA, United States · Form ADV filed Mar 22, 2019

Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2019. View historical filings

Reported services

Financial planning · Selection of other advisers

Compensation

Fixed

Principal office

1145 HEMBREE RD.
ROSWELL, GA, 30076, United States

CRD 281832

Filing source

Form ADV 1263718 · Mar 22, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.