Optas, LLC
Optas, LLC (CRD# 299965) is a financial advisory firm headquartered in Austin, TX. They manage $633,669,504 in 602 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management634MILLION
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Total Number of Accounts602ACCOUNTS
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Average Account Value$1,052,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NH, NY, TX
Michael Berger (CRD# 2708511) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Frederick Glasser (CRD# 2517074) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Meghan Railey (CRD# 5570937) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Ryan Klippel (CRD# 7021941) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 4 years of experience in the finance industry.