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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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