Unclaimed Profile

Michael Berger

OPTAS, LLC·AUSTIN, Texas

Clean recordOPTAS, LLC

210 BARTON SPRINGS RD, AUSTIN, TX 78704CRD# 2708511Firm CRD# 299965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Berger · AUSTIN, TX

Registration

CRD #2708511 · OPTAS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Berger is a registered financial advisor based in AUSTIN, Texas, affiliated with OPTAS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OPTAS, LLC

AUM

$634M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTAS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2708511

Firm CRD# 299965

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Berger offer?

Michael Berger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Michael Berger's credentials?

Michael Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Berger located?

Michael Berger is based in AUSTIN, Texas, working with OPTAS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Michael Berger charge for services?

Michael Berger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTAS, LLC?

OPTAS, LLC has approximately 7 employees and manages $634M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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