THE OPTIMIZED RIA, INC.

BLUE DUCK WEALTH MANAGEMENT
ROSWELL, Georgia·2 registered advisors·CRD# 281832
SEC# 801-1071483800-250-5930
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Security ratings or pricing services
Compensation
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
03

Specialties

Financial Planning
04

Advisors at THE OPTIMIZED RIA, INC.

2 registered advisors
Frank O Akridge
ROSWELL, Georgia
John Marion
ROSWELL, Georgia
05

Office Locations

ROSWELL, Georgia
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE OPTIMIZED RIA, INC. (CRD# 281832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.