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| Opus Financial Solutions LLC
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|
|---|---|
| CRD # | 282311 |
| SEC # | 801-121841 |
| CIK # | |
| AUM | $125.5 MM (2023-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 331-777-5449 |
| Address | 1121 Warren Avenue, Suite 230 Downers Grove, IL 60515 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 26.0 |
| (b) Individuals (high net worth individuals) | 53 | 99.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 125.5 |
| By Discretionary | ||
| Discretionary | 441 | 121.1 |
| Non-Discretionary | 13 | 4.5 |
| Total | 454 | 125.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.5 | |
| Total | 454 | 125.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Investor Advisory Group LLC
✚
|
NC | 0.1 |
|
PMG Wealth Management Inc
✚
|
IL | 0.1 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.1 |
|
Lynch Asset Management Inc
✚
|
PA | 0.1 |
|
Clarity Wealth Development LLC
✚
|
OR | 0.1 |
|
Fortune 45 LLC
✚
|
LA | 0.1 |
|
NRI Wealth Management LLC
✚
|
CA | 0.1 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.1 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.1 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.1 |