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OPUS FINANCIAL SOLUTIONS LLC

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

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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 StatusApproved
Firm CRD#282311
SEC#801-121841
Assets Managed by Firm$151,102,859
No. of Clients483
No. of Advisors2

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 ClientsAUM
Firm Total483$151,102,859
Individuals (other than high net worth individuals)104$30,715,928
High net worth individuals81$119,467,031
Pension and profit sharing plans1$408,867
Corporations or other businesses1$100,426

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