Unclaimed Profile

Ann Kirkpatrick Tripp

OPUS INVESTMENT MANAGEMENT, INC.·WORCESTER, Massachusetts

Clean recordOPUS INVESTMENT MANAGEMENT, INC.

440 LINCOLN ST, WORCESTER, MA 01653-0002CRD# 4356826Firm CRD# 107569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Kirkpatrick Tripp · WORCESTER, MA

Registration

CRD #4356826 · OPUS INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ann Kirkpatrick Tripp is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with OPUS INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

OPUS INVESTMENT MANAGEMENT, INC.

AUM

$11.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPUS INVESTMENT MANAGEMENT, INC. →

Services

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Other: FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST

Regulatory

SEC/IARD CRD# 4356826

Firm CRD# 107569

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Frequently Asked Questions

What services does Ann Kirkpatrick Tripp offer?

Ann Kirkpatrick Tripp specializes in Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are Ann Kirkpatrick Tripp's credentials?

Ann Kirkpatrick Tripp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Kirkpatrick Tripp located?

Ann Kirkpatrick Tripp is based in WORCESTER, Massachusetts, working with OPUS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.

How does Ann Kirkpatrick Tripp charge for services?

Ann Kirkpatrick Tripp's firm is compensated through percentage of aum, other: for some affiliated clients, services are provided at cost. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPUS INVESTMENT MANAGEMENT, INC.?

OPUS INVESTMENT MANAGEMENT, INC. has approximately 25 employees and manages $11.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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