1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OPUS FINANCIAL SOLUTIONS LLC

Map pinDOWNERS GROVE, IL
Phone331-777-5449
NotebookSEC #801-121841
Total AUM
$150.8M
Employees
4
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1121 WARREN AVENUE,
SUITE 230
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
331-777-5449
Other Offices
2

ReceiptFinancials

Total AUM
$150.8M
Accounts
504
Discretionary
$145M
Accounts
491
Non-Discretionary
$5.8M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
75
AUM
$22.7M
HNW Individual Clients
61
AUM
$127.2M
Other Clients
1
AUM
$990.8K
Description of Other Clients
UNION ACCT

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILMN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account