OPR Investment Services, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Crofton, Maryland
CRD number
115502
Fee structure
Other

Firm profile

FINTRX

Overview

OPR Investment Services, LLC is listed as an independent registered investment adviser organized as a limited liability company and owned by an individual. The FINTRX record does not show an SEC registration year and identifies the firm's fee structure only as "Other" (no standard advisory fee schedule is detailed). The profile indicates the firm does not act as a capital allocator and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm is associated with an accountant as an industry affiliation. No specific advisory activities, client segments, or product specializations are provided in the source data.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Jeffrey Olsen

    MemberCRD 4455397

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Crofton, MD

Anne Arundel

Location

Crofton, MD

Headquartered in Crofton, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Anne Arundel
Address
2127 Espey Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth