Opcrest Investment Management, LLC
RIASEC Registered
Total AUM
$20.6M
Discretionary
$20.6M
100% of AUM
Avg account
$571K
Accounts
36
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156416
- Custodians
- CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.39%
- Charitable Organizations24.5%
- Individuals3.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opcrest Investment Management, LLC is a small fee-based advisory firm that manages portfolios for individuals, families and some institutional clients. The firm charges a mix of asset-based fees and performance-linked fees and focuses on portfolio management for individuals and small businesses. Opcrest reports not being an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds10%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Contacts
1 of 1Douglas Jordan
ManagerCRD 2393660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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