Option Research & Technology Services, LLC (Portsmouth)

Option Research & Technology Services, LLC is a pension cosultant based in Portsmouth. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New Hampshire.

Option Research & Technology Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Option Research & Technology Services, 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.

What kind of clients Option Research & Technology Services serves?

The only and largest group of clients of Option Research & Technology Services is pension and profit sharing plans with 1 clients and $0 of assets under management. Among the 1 most similar advisory firms, Option Research & Technology Services has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Option Research & Technology Services doesn't advise any private funds.

Careers at Option Research & Technology Services, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew G Amberson	Managing member / chief compliance officer	1 Sep 2017	75% - 100%	2443183

Based in Portsmouth

The principal office where Option Research & Technology Services, LLC performs its advisory services is located at 36 Maplewood Ave., Portsmouth, NH 03801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.