O
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท E*TRADE
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2011
- Office Locations
- 1
Office Locations
-- Dallas TX
About Opcrest Investment Management, LLC
Opcrest Investment Management, LLC is a Dallas-based RIA. The firm has been operating for 15 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and E*TRADE.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$571.0K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Client Personas
Available
Services
Available
Owner & Executives
D
DOUGLAS SCOTT JORDAN
Manager, President
- CRD
- #2393660
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,556,097 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,556,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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