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Home > Retirement Planners > virginia > arlington > OPULEN FINANCIAL GROUP, LLC
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 |
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