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Opportunity Research Group, LLC (Los Angeles)


Opportunity Research Group, LLC is an adviser based in Los Angeles. It manages $10.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Opportunity Research Group provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Opportunity Research Group: assets under management

The assets under management (AUM) of Opportunity Research Group, LLC is $10.3 million. The firm's AUM has grown by 329% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.4 million in discretionary accounts and $8.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.9 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Opportunity Research Group, LLC for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Opportunity Research Group, LLC performs its advisory services is located at 11111 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-444-0938 or by fax 310-478-1749. The normal business hours are 6:30 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.opportunityresearchgroup.com.


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