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OPUS PRIVATE WEALTH GROUP, LLC
OPUS PRIVATE WEALTH GROUP, LLC
ORANGE, California
·
2 registered advisors
·
CRD# 171317
SEC# 801-79930
310-850-3187
01
Firm Overview
AUM
$26M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at OPUS PRIVATE WEALTH GROUP, LLC
2 registered advisors
Bradley Damon Chapman
ORANGE, California
CRD# 4457480
Matthew James Martinez
ORANGE, California
CRD# 4122278
05
Office Locations
ORANGE, California
2 advisors
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Data sourced from SEC Form ADV filings. OPUS PRIVATE WEALTH GROUP, LLC (CRD# 171317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.