OPR Investment Services, LLC

RIAState 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 an independent, owner-operated advisory firm organized as an LLC and registered in Maryland. The firm's profile indicates an individual-owner structure and a nonstandard fee arrangement labeled as "Other." FINTRX records show it does not operate across multiple states and is not designated as a pension consultant or related adviser. The firm is not identified as an active ESG investor. An industry affiliation with accountants is noted, which may reflect a referral or collaborative relationship for tax and reporting work. Beyond the corporate form, owner type, and a few regulatory/operational flags, there is limited descriptive information about the firm's client segments or core advisory activities in the source data.

Assets & Accounts

Investments & Alternatives

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth