Optsecurities, LLC is an adviser based in Charlotte. It manages $50 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.
Optsecurities provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Optsecurities, LLC is $50 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Optsecurities, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Optsecurities, LLC performs its advisory services is located at 200 S. College Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-731-5990 or by fax 704-344-4509. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.