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
By the Numbers
-
Total Assets Under Management39MILLION
-
Total Number of Accounts333ACCOUNTS
-
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, PA, TX
Financial Advisors at Opulus
1
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 (CRD# 6744742) is an Investment Advisor Representative working at Opulus in Doylestown, PA and has over 6 years of experience in the finance industry.
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