Opulus

Opulus (CRD# 304763) is a financial advisory firm headquartered in Doylestown, PA. They manage $38,868,884 in 333 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
16 North Franklin Street, Suite 302, Doylestown, PA 18901
http://opulus.us
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $116,723
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Opulus
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Greiser, financial advisor Doylestown PA
Ryan B. Greiser
CRD#: 6073404
16 North Franklin Street, Suite 302, Doylestown, PA 18901

Ryan Greiser (CRD# 6073404) is an Investment Advisor Representative working at Opulus in Doylestown, PA and has over 11 years of experience in the finance industry.

2
Francis Walsh, financial advisor Doylestown PA
Francis M. Walsh
CRD#: 6744742
16 North Franklin Street, Suite 302, Doylestown, PA 18901

Francis Walsh (CRD# 6744742) is an Investment Advisor Representative working at Opulus in Doylestown, PA and has over 6 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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