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OPES CAPITAL GROUP, LLC
CRD 166106
1530 EAST 25TH STREET, LOS ANGELES, CA, 90011, United States
Phone
3109634944
Fax
310-388-3234
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $500K |
| High net worth individuals | 3 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD