Opoc Broker-Dealer, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Worthington, Ohio
CRD number
298311
Registered since
July 17, 2019

Firm profile

FINTRX

Overview

Opoc Broker-Dealer, LLC is organized as a limited liability company and is identified in the snapshot as having domestic-entity and individual ownership. The profile shows the firm is not classified under a specific advisory category and is not designated as a capital allocator. The snapshot also indicates the firm does not position itself as an ESG-focused investor, does not operate as a multi-state adviser, is not flagged as a pension consultant, and is not listed as a related adviser. There is no descriptive material about the firm’s client segments, fee model, advisory activities, or broader business lines in the provided data. No activities or affiliations were supplied.

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

Worthington, OH

Franklin

Location

Worthington, OH

Headquartered in Worthington, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
300 W Wilson Bridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth