Investment adviser · CRD 134349

OPIS ADVISORS, INC.

Investment adviser filing (IA)

BELL CANYON, CA, United States · Form ADV filed Jun 4, 2012

Regulatory AUM
$41.1M
Form ADV · Item 5.F
Client accounts
71
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30 HACKAMORE LANE, SUITE 1
BELL CANYON, CA, 91307-1065, United States

CRD 134349

Filing source

Form ADV 650365 · Jun 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.