Opus Investments

Opus Investments (CRD# 125187) is a financial advisory firm headquartered in , . They manage $30,029,806 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,766,459
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
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
Philip Gocke, financial advisor New York NY
Philip H. Gocke
CRD#: 1550072
New York, NY

Philip Gocke (CRD# 1550072) is an Investment Advisor Representative working at Opus Investments in New York, NY and has over 10 years of experience in the finance industry.

2
William Wu, financial advisor New York NY
William H. Wu
CRD#: 2795006
New York, NY

William Wu (CRD# 2795006) is an Investment Advisor Representative working at Opus Investments in New York, NY and has over 27 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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