Claim Profile
PG

Philip Greer

OPUS CAPITAL GROUP LLC·SAN MATEO, California
Unclaimed Profile
1500 FASHION ISLAND BLVD, SAN MATEO, CA 94404CRD# 229347Firm CRD# 160159
01

About

Philip Greer is a registered financial advisor based in SAN MATEO, California, affiliated with OPUS CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
OPUS CAPITAL GROUP LLC
OPUS CAPITAL GROUP LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 229347
Firm CRD# 160159
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

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

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
05

Frequently Asked Questions

What services does Philip Greer offer?
Philip Greer is a registered financial advisor in SAN MATEO, California. Contact their office for details on services offered.
What are Philip Greer's credentials?
Philip Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Greer located?
Philip Greer is based in SAN MATEO, California, working with OPUS CAPITAL GROUP LLC. Their office serves clients in the SAN MATEO 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 →
Browse by specialty