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Opus Financial Solutions LLC

● SEC registered since 2021CRD 282311SEC# 801-121841Downers Grove, IL
Export (members)
Reg. AUM
$125.3M
Employees
3
Accounts
130
Location
Downers Grove, IL

Opus Financial Solutions LLC assets under management

Opus Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Downers Grove, IL. The firm has been registered since 2021. It reports $125.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/opus-financial-solutions-llc-not-ltdView on SEC.gov ↗

Opus Financial Solutions LLC owners & executives

1 reported
NameTitleOwnershipSince
Lisa Louise Bayer ControlPrincipal/CcoOver 75%2015

Frequently asked questions

How much does Opus Financial Solutions LLC manage?

Opus Financial Solutions LLC reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Opus Financial Solutions LLC have?

Opus Financial Solutions LLC reports 3 employees.

Where is Opus Financial Solutions LLC located?

Opus Financial Solutions LLC is based in Downers Grove, IL and has been SEC-registered since 2021.

Does Opus Financial Solutions LLC disclose fund performance?

Opus Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515
Phone331-777-5449
Fax708-377-2425
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1934041
Discloses disciplinary historyNo

Assets under management

Discretionary$122.4M
Non-discretionary$2.9M
Total (RAUM)$125.3M