Opinicus Wealth Management

Opinicus Wealth Management (CRD# 168344) is a financial advisory firm headquartered in Tampa, FL. They manage $32,029,794 in 184 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
608 West Horatio St, Tampa, FL 33606
http://www.opinicusinc.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $174,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Opinicus Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly Burdette-Hord, financial advisor Tampa FL
Kimberly D. Burdette-Hord
CRD#: 6001144
608 West Horatio St, Tampa, FL 33606
90
Wealthminder
score

Kimberly Burdette-Hord (CRD# 6001144) is an Investment Advisor Representative working at Opinicus Wealth Management in Tampa, FL and has over 5 years of experience in the finance industry.

2
Griffin Dalrymple, financial advisor Tampa FL
Griffin M. Dalrymple
CRD#: 5212457
608 West Horatio St, Tampa, FL 33606
76
Wealthminder
score

Griffin Dalrymple (CRD# 5212457) is an Investment Advisor Representative working at Opinicus Wealth Management in Tampa, FL and has over 10 years of experience in the finance industry. Griffin Dalrymple has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jaran Day, financial advisor Tampa FL
Jaran C. Day
CRD#: 4307780
608 West Horatio Street, Suite A, Tampa, FL 33606
56
Wealthminder
score

Jaran Day (CRD# 4307780) is an Investment Advisor Representative working at Opinicus Wealth Management in Tampa, FL and has over 14 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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