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
Opus Investments
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts17ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, PA
Financial Advisors at Opus Investments
1
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 (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.
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