Opus Financial Advisors Revenue

Financial Services • Statesville, North Carolina, United States • 1-10 Employees

Opus Financial Advisors revenue & valuation

Annual revenue	$20,800,000
Revenue per employee	$2,599,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$66,600,000
Total funding	No funding

Key Contact at Opus Financial Advisors

Nina Lloyd

President & Chief Executive Officer

Company overview

Headquarters	126 Water Street, Statesville, NC 28677, US
Phone number	+17048727671
Website	opusfa.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Investment Services, Retirement Strategies
Founded	1982
Employees	1-10
Socials

Opus Financial Advisors Email Formats

Opus Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@opusfa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@opusfa.com	100%

About Opus Financial Advisors

Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont region’s oldest independent investment advisors, Opus takes pride in helping people orchestrate their financial future and have peace of mind about their finances. We hope you will spend some time getting to know who we are and what we do. Please explore our full site at www.opusfa.com. We believe you will discover what sets us apart from other firms in this industry--a long term, relationship based service model and sound financial counsel based on more than 70 years of cumulative experience. We’d like the chance to learn more about you and your family. We hope to get that opportunity in the near future. Link to FINRA - http://www.finra.org/ Link to SIPC - http://www.sipc.org/ Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. This communication is strictly intended for individuals residing in the state of North Carolina. No offers may be made or accepted from any resident outside the specific state referenced.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Employees by Department

Opus Financial Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Opus Financial Advisors has never raised funding before.

Opus Financial Advisors Tech Stack

Discover the technologies and tools that power Opus Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Vimeo

Video players

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Opus Financial Advisors is located in Statesville, North Carolina, US.

You can reach Opus Financial Advisors at +17048727671.

Opus Financial Advisors generates an estimated annual revenue of $20,784,143. This revenue figure reflects the company's market position and business performance in its industry.

Opus Financial Advisors has an estimated valuation of $66,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Opus Financial Advisors was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Opus Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Opus Financial Advisors

Nina Lloyd

President & Chief Executive Officer

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