OPINICUS

3014 West Palmira Ave.
Ste. 201
Tampa, Florida 33629
Tel: (813) 443-4767

About OPINICUS

OPINICUS, formally registered with the SEC as OPINICUS. The firm was established in 06/01/2021. They have over 1 offices throughout the country.

OPINICUS is a Tampa, Florida based Financial Planning firm with nearly $216,633,426 assets under management, offering retirement planning & investment advisory services to 604 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168344
SEC#	801-121369
Assets Managed by Firm	$216,633,426
No. of Clients	604
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (RETIREMENT PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	604	$216,633,426
Individuals (other than high net worth individuals)	74	$19,047,190
High net worth individuals	70	$147,146,880
Pension and profit sharing plans	41	$36,555,147
Corporations or other businesses	14	$13,884,209

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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