O
$45.7M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
3 Employees
77 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FocusMeridian
- Established Date
- 04-12-2013
- Office Locations
- 3
Office Locations
-- Houston TX
-- Irving TX
-- Sugar Land TX
About Oppoquest
OPPOQUEST is a Texas-based independent RIA providing active portfolio management and financial planning, including ongoing 401(k) management with continuous monitoring. The firm builds asset-allocation portfolios primarily using ETFs and public funds, with a focus on risk management and themes such as emerging markets and ESG/SRI. Custody includes Charles Schwab and Interactive Brokers.
Team overview
65 AVG AGE
$15.2M AVG AUM / ADVISOR
$593.7K AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber Peak Alpha vital Zenith
Custodian
Harbor Element Crest momentum North legacy Vector Eagle Oak pioneer
Fund Managers
Unison
Investment Themes
Alpha Crest pathway Momentum vector Eagle ridge Meridian Peak
Investment Vehicles
North
Platform
Quantum horizon
Services
Zenith radial Vertex Matrix insight Optima
Technology
Pathway Peak
Owner & Executives
PARESH JAIN
Chief Compliance Officer, Portfolio Manager
- CRD
- #6163636
- Ownership
- 75% or more
(519) 600-6191
timber.vital@timbercapital.com
in linkedin.com/in/harbor-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
M
MANAN KISHORE ATIT
--
- CRD
- #8052687
(339) 292-6039
radial.vital@primecapital.com
in linkedin.com/in/vector-atlas
ALOK HIMMATRAMKA
Investment Advisor Representative
- CRD
- #6240999
(530) 545-4585
harbor.insight@valuecapital.com
in linkedin.com/in/zenith-crest
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,867,500 | -- |
| Non-Discretionary | $3,844,635 | -- |
| Total | $45,712,135 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,712,135
Equity - Exchange:
44.9% Public Funds:
27.5% Cash:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,513,666,209 | 44.9% |
| Public Funds | $1,539,550,573 | 27.5% |
| Cash | $1,545,148,939 | 27.6% |
| Total | $5,598,365,721 | 100.0% |