SEC CRD #801-121369
Opinicus is a comprehensive financial services firm serving entrepreneurs, affluent multi-generational families, and retirees with strategic planning, investment management, tax accounting, and business consulting services rather than a traditional PE/VC investment firm.
KIMBERLY BURDETTE-HORD
CHIEF OPERATING OFFICER
📞 (813) 443-4767
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AUM
$297M
Location
TAMPA, FL
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