Oppoquest
Firm details
- Headquarters
- ,
- CRD number
- 166774
- Website
- www.oppoquest.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.03%
- Individuals19.56%
- Corporations / Businesses8.41%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Oppoquest is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and also publishes periodicals or newsletters. Its client fees can be structured as a percentage of assets under management, flat fixed fees, or performance-based arrangements. Oppoquest reports being an active ESG investor and is privately owned by an individual. It is not a multi-state adviser, pension consultant, related adviser, or a capital allocator in the sense of running its own third-party capital programs.
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 Equities64%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Manan Atit
Portfolio ManagerCRD 8052687

Alok Himmatramka
IAR & Portfolio ManagerCRD 6240999

Paresh Jain
Founder & Portfolio ManagerCRD 6163636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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