Simon GumkowskiCRD 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.
Advanced Portfolio Design, LLC
Claybrook Capital, LLC
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management12,339MILLIONS
Total Number of Accounts84ACCOUNTS
Average Account Value$146,892,979
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, NY, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.