OPEN ASSET MANAGEMENT CO.CARY, NORTH CAROLINA
919-228-2474, Fax:919-469-0303
111 Old Rockhampton Ln Cary, NC 27513-5172
Company Information
- Legal Structure:
Subchapter S Corporation
- Contact Person:
JOSEPH W. ZHOU
- Contact Title:
President
- Year Established:
2002
- Business Type:
- Service (100 %)
- Ownership:
- Asian Pacific American
- Other Minority Owned
- Woman Owned
Products & Services
Employee benefits consultant Registered Investment Advisor Special Risk Consultant
open asset, investment advisor, employee benefit consultant, fee based, no commission asset management, partnership with ameritrade, retirement plan, ira,roth ira, 401(a), 401(k), 403(b) 457, 529, business center, group life, group short term disability, group long term disability, group health, group dental, group vision, voluntary insurance products,self funded insurance products, cobra/hipaa administration, form 5500 preparation, partnership with sentinel benefits, custodial, trustservices, partnership with state street
open asset provides advicein: retirement plans, employee benefit, self-funding life/health care plan,cobra/hipaa administration, esop, 401(a), 401(k) plans, 403(b), 457 plans, form5500 preparation.
Keywords
- Special Risk
- Emp Benfs.consultant
- Insurance Broker
NAICS Code(s)
- 523930
- Investment Advice
- 524210
- Insurance Agencies and Brokerages
- 524292
- Third Party Administration of Insurance and Pension Funds
Contracts
| Name: | NC Institute of Minority Economic Development |
|---|---|
| Contract: | Consultant |
| Start: | 03/03/2006 |
| End: | |
| Value: | On-going project |
| Contact: | Farad Ali |
| Phone: | 919-956-8889 |
| Name: | United Healthcare |
|---|---|
| Contract: | Brokerage |
| Start: | 03/03/2006 |
| End: | |
| Value: | On-going project |
| Contact: | Adrienne Moore |
| Phone: | 919-678-4589 |
| Name: | Cigna Healthcare |
|---|---|
| Contract: | Greg Nelson |
| Start: | 03/03/2008 |
| End: | |
| Value: | $50Kongoingproject |
| Contact: | Creg Nelson |
| Phone: | 602-749-7519 |
