RIA Intel›Advisers›Massachusetts›OPUS INVESTMENT MANAGEMENT, INC.

OPUS INVESTMENT MANAGEMENT, INC.

Advisory

N·WORCESTER, MA

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM
$11.4B
1-Year AUM Growth
+5.3%
3-Year CAGR
-3.4%
Employees
15
Assets Under Management
Total AUM$11.4B
Discretionary AUM$11.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees15
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingFeb 16, 2001
Latest FilingMar 22, 2024
🔒 Full AUM trend chart and 46 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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