36 Maplewood Ave.
Portsmouth, New Hampshire 03801
Tel: 312-986-1060
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC, formally registered with the SEC as OPTION RESEARCH & TECHNOLOGY SERVICES, LLC. The firm was established in 06/15/2018. They have over 1 offices throughout the country.
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293933 |
| SEC# | 801-113446 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 4 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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