OPTION RESEARCH & TECHNOLOGY SERVICES, LLC

CRD 293933 · SEC 801-113446

36 MAPLEWOOD AVE., PORTSMOUTH, NH, 03801, United States

Phone

312-986-1060

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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Discretionary AUM

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Team

5 total employees; 5 advisory reps; 1787 broker-dealer reps

Clients

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Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

PRIMARILY INTERNET-BASED INVESTMENT ADVICE.

Type	Clients	AUM
Individuals	1641	$0
High net worth individuals	107	$0
Corporations/business entities	39	$0

AL, AZ, CA, CO, GA, IL, IN, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL

Official SEC filing: View on IAPD