1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OPTAS, LLC

Map pinDRIPPING SPRINGS, TX
Phone888-284-7139
NotebookSEC #801-115209
Total AUM
$881.9M
Employees
9
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15431 FITZHUGH RD
SUITE 203
DRIPPING SPRINGS
TX 78620
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
888-284-7139

ReceiptFinancials

Total AUM
$881.9M
Accounts
685
Discretionary
$881.9M
Accounts
685
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
48
AUM
$12M
HNW Individual Clients
83
AUM
$847.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.9M
Charitable Organization Clients
1
AUM
$14.5M
Corporation or Business Clients
6
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNYTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account