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Lindsay France Greenfield

OPUS INVESTMENT MANAGEMENT, INC.·WORCESTER, Massachusetts
Clean recordOPUS INVESTMENT MANAGEMENT, INC.
440 LINCOLN ST, WORCESTER, MA 01653-0002CRD# 7092114Firm CRD# 107569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsay France Greenfield · WORCESTER, MA
Registration
CRD #7092114 · OPUS INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lindsay France Greenfield 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.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
OPUS INVESTMENT MANAGEMENT, INC.
OPUS INVESTMENT MANAGEMENT, INC.
AUM
$11.4B
Regulatory assets under management
Employees
25
Total firm employees
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST
Regulatory
SEC/IARD CRD# 7092114
Firm CRD# 107569
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsay France Greenfield offer?
Lindsay France Greenfield specializes in Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Lindsay France Greenfield's credentials?
Lindsay France Greenfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay France Greenfield located?
Lindsay France Greenfield 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 Lindsay France Greenfield charge for services?
Lindsay France Greenfield'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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