Opus Investments

Opus Investments (CRD# 125187) is a financial advisory firm headquartered in , . They manage $15,824,683 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $385,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NY, PA

Financial Advisors at Opus Investments
Showing 1 - 2 of 2 top financial advisors.
1
William H. Wu
CRD#: 2795006
Hastings-On-Hudson, NY
93
Wealthminder
score

William Wu (CRD# 2795006) is an Investment Advisor Representative working at Opus Investments in Hastings-On-Hudson, NY and has over 20 years of experience in the finance industry.

2
Philip H. Gocke
CRD#: 1550072
Hastings-On-Hudson, NY
89
Wealthminder
score

Philip Gocke (CRD# 1550072) is an Investment Advisor Representative working at Opus Investments in Hastings-On-Hudson, NY and has over 2 years of experience in the finance industry.

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