OPUS FINANCIAL SOLUTIONS LLC

1121 Warren Avenue,
Suite 230
Downers Grove, Illinois 60515
Tel: 331-777-5449

About OPUS FINANCIAL SOLUTIONS LLC

OPUS FINANCIAL SOLUTIONS LLC, formally registered with the SEC as OPUS FINANCIAL SOLUTIONS LLC. The firm was established in 07/23/2021. They have over 3 offices throughout the country.

OPUS FINANCIAL SOLUTIONS LLC is a Downers Grove, Illinois based Financial Planning firm with nearly $151,102,859 assets under management, offering retirement planning & investment advisory services to 483 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282311
SEC#	801-121841
Assets Managed by Firm	$151,102,859
No. of Clients	483
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (TAX PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	483	$151,102,859
Individuals (other than high net worth individuals)	104	$30,715,928
High net worth individuals	81	$119,467,031
Pension and profit sharing plans	1	$408,867
Corporations or other businesses	1	$100,426

More Retirement Planning firms in Downers Grove, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Downers Grove, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.