Opus Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 334279
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opus Financial LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. The firm operates with a fee structure that includes a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, it remains focused on delivering tailored investment strategies to its clients. Opus Financial LLC is not classified as a capital allocator and does not have affiliations with multi-state advisory services or pension consulting.
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
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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