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Building 2OPUS INVESTMENT MANAGEMENT, INC.

Map pinWORCESTER, MA
Phone508-855-6689
NotebookSEC #801-44189
Total AUM
$11.4B
Employees
25
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 LINCOLN ST
WORCESTER
MA 01653-0002
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
508-855-6689

ReceiptFinancials

Total AUM
$11.4B
Accounts
48
Discretionary
$11.4B
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Government Entity Clients
2
AUM
$515.8M
Insurance Company Clients
40
AUM
$10.5B
Corporation or Business Clients
6
AUM
$358.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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