Opencash

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Haverford, Pennsylvania
CRD number
317007
Registered since
November 22, 2022

Firm profile

FINTRX

Overview

Opencash LLC is an SEC-registered advisory firm first registered in 2022 and organized as a limited liability company. Public filings classify the firm as "unclassified" and identify its ownership as a mix of a domestic entity and an individual. The firm is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Available disclosures about Opencash are sparse: there are no published descriptions of its advisory services, client segments, fee schedule, or investment strategy. That limited public footprint suggests either a small or early-stage advisory operation or one that has not yet begun delivering reportable advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ralph Valvano

    Ralph Valvano

    Chief Financial OfficerCRD 6256655

  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

Contacts

3 of 4
  • Michael Demassi

    FinanceCRD 8178324

  • Richard Speziale

    Richard Speziale

    FinOpCRD 1192739

  • Kyle Shuff

    Kyle Shuff

    Operations RepresentativeCRD 6790473

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Haverford, PA

Delaware

Location

Haverford, PA

Headquartered in Haverford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
521 W Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth