OPTAS, LLC

AUSTIN, Texas·3 registered advisors·CRD# 299965
SEC# 801-1152090888-284-7139
01

Firm Overview

AUM
$634M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OPTAS, LLC

3 registered advisors
Frederick Morgan Glasser
AUSTIN, Texas
Meghan Railey
AUSTIN, Texas
Michael Berger
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. OPTAS, LLC (CRD# 299965) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.