Simon Gumkowski, financial advisor Worcester MA

Simon Gumkowski

CRD Number: 7130121
Current Firm: Opus Investment Management, Inc.

Simon Gumkowski (CRD# 7130121) is an Investment Advisor Representative working at Opus Investment Management, Inc. in Worcester, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Opus Investment Management Worcester, MA Jan 2017 - Current 5
State Of Florida, Division Of Treasury Tallahassee, FL Sep 2014 - Dec 2016 2
Hartford Investment Management Hartford, CT May 2012 - Aug 2014 2

Simon Gumkowski has no recent exams reported.
Contact Info for Simon W. Gumkowski
Phone Number: 508-855-6689
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    12,339
    MILLIONS
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $146,892,979
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, NY, TX

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