Opencash
Firm details
- Headquarters
- Haverford, Pennsylvania
- CRD number
- 317007
- Registered since
- November 22, 2022
- Website
- opencash.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Ralph Valvano
Chief Financial OfficerCRD 6256655

Stacey Lavender
Chief Compliance OfficerCRD 4365033
Contacts
3 of 4Michael Demassi
FinanceCRD 8178324
Richard Speziale
FinOpCRD 1192739

Kyle Shuff
Operations RepresentativeCRD 6790473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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