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 is organized as a limited liability company and appears on FINTRX as an SEC-registered adviser (registration year 2022). The firm is listed under an "unclassified" business category and its ownership is identified as a combination of a domestic entity and an individual. The snapshot flags Opencash as not acting as a capital allocator and not identifying as an active ESG investor. FINTRX does not provide detail on the firm's advisory activities, fee arrangements, or stated investment preferences. The platform also lists Opencash as not a multi-state adviser and not newly formed, though the SEC registration date is 2022. There is no information in the record about affiliations, pensions consulting, or related-adviser relationships.

Assets & Accounts

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
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

  • Ralph Valvano

    Ralph Valvano

    Chief Financial OfficerCRD 6256655

Contacts

3 of 4
  • Richard Speziale

    Richard Speziale

    FinOpCRD 1192739

  • Kyle Shuff

    Kyle Shuff

    Operations RepresentativeCRD 6790473

  • Melanie Bonsignore

    Financial Operations AssociateCRD 8179440

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