Opencash

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Haverford, Pennsylvania
CRD number
317007
Registered since
November 22, 2022

Firm profile

FINTRX

Overview

Opencash is organized as a limited liability company and is listed with an owner type described as both a domestic entity and an individual. The firm's regulatory/business classification is recorded as "unclassified." In the firm's snapshot it does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multistate adviser; it is also marked as not newly formed. The firm has not provided detail about its specific advisory activities, fee model, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Haverford, PA

Delaware

Location

Haverford, PA

Headquartered in Haverford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
521 W Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth