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Building 2OPUS WEALTH MANAGEMENT GROUP

Map pinLISLE, IL
Phone(331) 777-9900
NotebookSEC #801-93175
Total AUM
$246.2M
Employees
8
Clients
671

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1011 WARRENVILLE ROAD
SUITE 155
LISLE
IL 60532
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
(331) 777-9900
Other Offices
1

ReceiptFinancials

Total AUM
$246.2M
Accounts
1,086
Discretionary
$246.2M
Accounts
1,086
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
598
AUM
$155.5M
HNW Individual Clients
72
AUM
$90.6M
Charitable Organization Clients
1
AUM
$94.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINNCSCTXWI

HandshakeAffiliates

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

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