Optas is an investment advisor in Austin with $548.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824232409
SEC advisor number
801-115209
FINRA CRD number
299965
AUM ?
$633.67 mm
(as of 27 Mar 24)
Accounts
602
(as of 27 Mar 24)
Employees
7
(5 investment advisory or research)
Address
Optas
235 MONTGOMERY ST.
SUITE 1201
SAN FRANCISCO
CA 94104
235 MONTGOMERY ST.
SUITE 1201
SAN FRANCISCO
CA 94104
Phone
415 466 3989
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21