Simon
Gumkowski
Opus Investment Management, Inc
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About this Advisor
Simon Gumkowski is a chartered financial analyst operating out of Worcester, Massachusetts who has 4 years of relevant experience. Gumkowski is an advisor for Opus Investment Management, Inc. During their career, Gumkowski has held roles at Opus Investment Management, State Of Florida, Division Of Treasury and Hartford Investment Management. Gumkowski can serve investors in Texas. Opus Investment Management, Inc is a registered investment firm that has its headquarters in Worcester, MA. It administers $11 billion in assets among its 49 customer accounts, making it one of the largest firms in the country by assets under management. Opus Investment Management, Inc has a set of services, such as portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on which service is offered. Fee types billed by Opus Investment Management, Inc most likely include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Opus Investment Management, Inc Brokerage Details
$10,815,802,796
24
49
$220,730,669
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Simon Gumkowski Work History
Simon has been registered as a financial advisor for 4 years.*
Opus Investment Management
State Of Florida, Division Of Treasury
Hartford Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Simon Gumkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opus Investment Management, Inc
Worcester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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