Simon
Gumkowski

Opus Investment Management, Inc

CRD#7130121
Investment Advisor
in Worcester, MA

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About this Advisor

Simon Gumkowski is a financial advisor based in Worcester, Massachusetts, working with Opus Investment Management, Inc. Simon has previously held positions at Opus Investment Management, State Of Florida, Division Of Treasury, and Hartford Investment Management. Simon is registered to provide services in Texas. Currently, Simon is part of Opus Investment Management, Inc, which operates out of Worcester, Massachusetts. The firm has 25 employees and manages assets totaling $11.4 billion. The services offered by the firm include portfolio management for institutional clients and selection of other advisers. The fee structure at Opus Investment Management, Inc includes asset-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

440 Lincoln Street
Worcester, MA 01653

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Opus Investment Management, Inc Brokerage Details

Total Assets Under Management

$11,392,216,813

MA Average: $16,012,751,954
Total Number of Employees

25

MA Average: 118
Total Number of Accounts

48

MA Average: 4,567
Average Account Size

$237,337,850

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Simon Gumkowski Work History

2017 - Present (7 years)

Opus Investment Management

2014 - 2016 (2 years)

State Of Florida, Division Of Treasury

2012 - 2014 (2 years)

Hartford Investment Management

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

Simon Gumkowski
Worcester, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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