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 in SEC records with a 2022 registration year. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser in the provided snapshot. Beyond registration details and those status flags, the firm has not disclosed material operational or advisory specifics in the FINTRX snapshot, so there is no firm-level description of client types, fee schedule, or core advisory activities available in the data provided.

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

    Chief Financial OfficerCRD 6256655

  • STACEY LAVENDER

    Chief Compliance OfficerCRD 4365033

Contacts

3 of 4
  • ALEXANDER NOSKOV

    CCOCRD 4133577

  • RICHARD SPEZIALE

    FinOpCRD 1192739

  • 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