Dan Phelps

OPUS CAPITAL GROUP LLC·BURLINGAME, California

Unclaimed Profile

1325 HOWARD AVENUE, BURLINGAME, CA 94010CRD# 6046136Firm CRD# 160159

About

Dan Phelps is a registered financial advisor based in BURLINGAME, California, affiliated with OPUS CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Firm Overview

Firm

OPUS CAPITAL GROUP LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at OPUS CAPITAL GROUP LLC →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 6046136

Firm CRD# 160159

View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGAME?

Browse all registered financial advisors in BURLINGAME, California or claim this profile if it's yours.

Browse BURLINGAME Advisors Are you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth

Frequently Asked Questions

What services does Dan Phelps offer?

Dan Phelps is a registered financial advisor in BURLINGAME, California. Contact their office for details on services offered.

What are Dan Phelps's credentials?

Dan Phelps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan Phelps located?

Dan Phelps is based in BURLINGAME, California, working with OPUS CAPITAL GROUP LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.

How large is OPUS CAPITAL GROUP LLC?

OPUS CAPITAL GROUP LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →

Other advisors in BURLINGAME

Elana Mira Lieberman — ELM ADVISORS, LLC Lorne Abramson — ELM ADVISORS, LLC David Lee — REFACTOR CAPITAL, LLC Frederic Benque — US INVEST, LLC Jacob Benjamin Poliskin — SHOREWIND CAPITAL LLC

Nearby cities in California

SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)

City Guides

SAN FRANCISCO Guide LOS ANGELES Guide MENLO PARK Guide SAN DIEGO Guide PALO ALTO Guide

Research

Advisor Fees in California National Fee Analysis

Browse by specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Request removal of this profile