Opus Investment Management, Inc.
Opus Investment Management, Inc. (CRD# 107569) is a financial advisory firm headquartered in Worcester, MA. They manage $11,392,216,813 in 48 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Opus Investment Management, Inc.
By the Numbers
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Total Assets Under Management11,392MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$237,337,850
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, TX
Financial Advisors at Opus Investment Management, Inc.
1
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.
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