OPTAS, LLC

210 Barton Springs Rd
Suite 415
Austin, Texas 78704
Tel: 888-284-7139

About OPTAS, LLC

OPTAS, LLC, formally registered with the SEC as OPTAS, LLC. The firm was established in 05/03/2019. They have over 1 offices throughout the country.

OPTAS, LLC is a Austin, Texas based Financial Planning firm with nearly $633,669,504 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299965
SEC#	801-115209
Assets Managed by Firm	$633,669,504
No. of Clients	602
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	602	$633,669,504
Individuals (other than high net worth individuals)	56	$17,218,573
High net worth individuals	68	$595,772,526
Pension and profit sharing plans	Fewer than 5 clients	$5,000,583
Charitable organizations	Fewer than 5 clients	$12,733,630
Corporations or other businesses	14	$2,944,192

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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