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OPEROSE ADVISORS LLC
MILWAUKEE, WI
414-209-3280
SEC #801-118313Total AUM
$2B
Employees
20Clients
511Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
731 NORTH WATER STREET
SUITE 790
MILWAUKEE
WI 53202
United States
SUITE 790
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
414-209-3280
Financials
Total AUM
$2B
Accounts
1,655Discretionary
$1.5B
Accounts
1,307Non-Discretionary
$545M
Accounts
348
Clients
Individual Clients
128AUM
$39.1M
HNW Individual Clients
302AUM
$1.5B
Pooled Vehicle Clients
2AUM
$204.5K
Charitable Organization Clients
29AUM
$276.1M
Corporation or Business Clients
17AUM
$109.7M
Other Clients
33AUM
$107.1M
Description of Other Clients
RETIREMENT
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMNTXWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.