Opportunity Investment Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332696
- Website
- oigtraders.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI80%
- Individuals20%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opportunity Investment Group, LLC is an independent, individual-owned RIA that provides fee-based portfolio management focused on individuals, families and small businesses. The firm charges a percentage of assets under management and concentrates on discretionary portfolio management rather than acting as a capital allocator. Its filings indicate it is not an active ESG investor. The firm is registered to do business in Georgia, North Dakota, Ohio, Oregon, South Carolina and South Dakota.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Jason Adams
Wealth Management AssociateCRD 2217759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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