Opcrest Investment Management, LLC

Opcrest Investment Management, LLC (CRD# 156416) is a financial advisory firm headquartered in , . They manage $7,769,633 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $298,832
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Opcrest Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Jordan, financial advisor Dallas TX
Douglas S. Jordan
CRD#: 2393660
Dallas, TX

Douglas Jordan (CRD# 2393660) is an Investment Advisor Representative working at Opcrest Investment Management, LLC in Dallas, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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