Opus Investment Advisors, LLC
Firm details
- Headquarters
- Oceanside, California
- CRD number
- 122345
- Website
- opusadv.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Opus Investment Advisors, LLC is organized as a limited liability company and identified on FINTRX as an independent capital allocator that provides advisory work on a fee-for-service basis. The firm bills clients through hourly and fixed-fee arrangements and lists two core advisory activities: pension consulting services and the selection of other advisers. FINTRX indicates the firm does not characterize itself as an active ESG investor and is not designated as a multi-state adviser.
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
Contacts
1 of 1
James Heczko
PresidentCRD 2671018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oceanside, CA
San Diego
Location
Oceanside, CA
Headquartered in Oceanside, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 6465 Lane Paloma Ln
- Time zone
- PT (UTC-8)
- Office locations
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