Opencash

Broker-DealerFINRA MemberEst. 2022
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 registered with the SEC in 2022. The firm's ownership structure is reported as a combination of a domestic entity and an individual. In the available record Opencash is listed as "unclassified" and it does not identify itself as a capital allocator or an active ESG investor. The adviser also is not flagged as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. Public disclosures for Opencash are sparse: the firm has not supplied descriptive information about its advisory activities, business lines, client segments, or fee arrangements in the source data.

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

2 of 2
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

  • Ralph Valvano

    Ralph Valvano

    Chief Financial OfficerCRD 6256655

Contacts

3 of 4
  • Richard Speziale

    Richard Speziale

    FinOpCRD 1192739

  • Kyle Shuff

    Kyle Shuff

    Operations RepresentativeCRD 6790473

  • Melanie Bonsignore

    Financial Operations AssociateCRD 8179440

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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