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Ira Gene Sager

OPTIWEALTH LLC·SUDBURY, Massachusetts
Unclaimed Profile
144 NORTH ROAD, SUDBURY, MA 01776CRD# 4826397Firm CRD# 306120
01

About

Ira Gene Sager is a registered financial advisor based in SUDBURY, Massachusetts, affiliated with OPTIWEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPTIWEALTH LLC
OPTIMAL WEALTH
AUM
$56M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OPTIWEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4826397
Firm CRD# 306120
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ira Gene Sager offer?
Ira Gene Sager specializes in Financial Planning, Investment Management. Contact their office in SUDBURY, Massachusetts for a consultation.
What are Ira Gene Sager's credentials?
Ira Gene Sager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ira Gene Sager located?
Ira Gene Sager is based in SUDBURY, Massachusetts, working with OPTIWEALTH LLC. Their office serves clients in the SUDBURY metropolitan area and surrounding communities.
How does Ira Gene Sager charge for services?
Ira Gene Sager's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIWEALTH LLC?
OPTIWEALTH LLC has approximately 2 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SUDBURY
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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