OPULEN FINANCIAL GROUP, LLC

3033 Wilson Blvd
Suite 700
Arlington, Virginia 22201
Tel: 571-299-2053

About OPULEN FINANCIAL GROUP, LLC

OPULEN FINANCIAL GROUP, LLC, formally registered with the SEC as OPULEN FINANCIAL GROUP, LLC. The firm was established in 07/11/2022. They have over 3 offices throughout the country.

OPULEN FINANCIAL GROUP, LLC is a Arlington, Virginia based Financial Planning firm with nearly $138,560,000 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173963
SEC#	801-126034
Assets Managed by Firm	$138,560,000
No. of Clients	595
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	595	$138,560,000
Individuals (other than high net worth individuals)	121	$43,390,000
High net worth individuals	48	$95,170,000

More Retirement Planning firms in Arlington, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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