Be advised. This firm is no longer registered.

Opis Asset Management LLC

Opis Asset Management LLC (CRD# 159554) is a financial advisory firm headquartered in New Castle, PA. They manage $28,006,574 in 74 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $378,467
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, OH, PA

Financial Advisors at Opis Asset Management LLC
No Advisor Found.
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