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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bill OPP Fixed Income Advisory Service LLC
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|---|---|
| CRD # | 150087 |
| SEC # | 801-71229 |
| CIK # | |
| AUM | $318.9 M (2025-01-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-279-1445 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 3.9 |
| (c) Banking or thrift institutions | 1 | 315.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 318.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 318.9 |
| Total | 2 | 318.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.9 | |
| Total | 2 | 318.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
UniWealth Advisors Inc
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|
0.3 | |
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Dean Financial Services LLC
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OH | 0.3 |
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ODER Investment Management LLC
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CA | 0.3 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.3 |
|
Livelife Capital Partners LLC
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|
MA | 0.3 |
|
Sharper & Granite LLC
✚
|
CA | 0.3 |
|
Florida Financial Advisors LLC
✚
|
FL | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
Cordis Financial LLC
✚
|
MN | 0.3 |