O
CRD: 332696
Opportunity Investment Group, LLC
Smyrna, GA
7708469297
$61.6M Total AUM
$61.6M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2024
- Office Locations
- 1
Office Locations
-- Smyrna GA
About Opportunity Investment Group, LLC
Opportunity Investment Group, LLC is a Smyrna-based RIA. The firm has been operating for 1 years. Managing $61.6M in total assets under management, with 1 advisory representatives. Services offered include Asset Management.
Team overview
-- AVG AGE
$61.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Investment Vehicles
Optima element
Services
Momentum optima
Owner & Executives
J
Jason K Adams
Chief Compliance Officer, Owner
- CRD
- #2217759
- Ownership
- 75% or more
(931) 836-6027
value.north@zenithcapital.com
in linkedin.com/in/delta-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,558,779 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,558,779 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,558,779
Equity - Exchange:
24.1% Cash:
31.1% Public Funds:
44.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,844,755,803 | 24.1% |
| Cash | $2,380,576,991 | 31.1% |
| Public Funds | $3,429,255,602 | 44.8% |
| Total | $7,654,588,396 | 100.0% |