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OPTAS, LLC
Tel: 888-284-7139
210 Barton Springs Rd Suite 415
Austin, Texas 78704
OPTAS, LLC
OPTAS, LLC is a Austin, Texas based financial advisory firm with nearly $633,669,504 in assets under management and provides investment advisory services for 602 clients. There are currently 7 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
299965
SEC#:
801-115209
No. of Clients:
602
Assets under Management
$633,669,504
No. of Advisors:
7
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