Oppoquest

RIASEC Registered
Total AUM
$45.7M
Discretionary
$41.9M
92% of AUM
Avg account
$344K
Accounts
133
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
166774
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI72.03%
  • Individuals19.56%
  • Corporations / Businesses8.41%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Oppoquest is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and also publishes periodicals or newsletters. Its client fees can be structured as a percentage of assets under management, flat fixed fees, or performance-based arrangements. Oppoquest reports being an active ESG investor and is privately owned by an individual. It is not a multi-state adviser, pension consultant, related adviser, or a capital allocator in the sense of running its own third-party capital programs.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Manan Atit

    Manan Atit

    Portfolio ManagerCRD 8052687

  • Alok Himmatramka

    Alok Himmatramka

    IAR & Portfolio ManagerCRD 6240999

  • Paresh Jain

    Paresh Jain

    Founder & Portfolio ManagerCRD 6163636

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth