OPUS INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
OCEANSIDE, California
CRD number
122345
Fee structure
Hourly Charges, Fixed Fees
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Opus Investment Advisors, LLC is organized as a limited liability company and identified on FINTRX as an independent capital allocator that provides advisory work on a fee-for-service basis. The firm bills clients through hourly and fixed-fee arrangements and lists two core advisory activities: pension consulting services and the selection of other advisers. FINTRX indicates the firm does not characterize itself as an active ESG investor and is not designated as a multi-state adviser.

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
  • JAMES HECZKO

    PresidentCRD 2671018

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OCEANSIDE, CA

SAN DIEGO

Location

OCEANSIDE, CA

Headquartered in OCEANSIDE, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
6465 Lane Paloma Ln
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth