Bill Opp Fixed Income Advisory Service, LLC

RIASEC RegisteredEst. 2010
Total AUM
$310M
Discretionary
$0
0% of AUM
Avg account
$103M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150087
Registered since
March 15, 2010
Fee structure
Fixed Fees
Client types
  • Banking / Thrift Institutions98.45%
  • HNWI1.55%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bill Opp Fixed Income Advisory Service, LLC is a small, fixed-income–focused RIA that manages only non‑discretionary portfolios. The firm centers investment activity on municipal and other fixed-income strategies, with a clear tilt toward state and local bonds. Its advisory mandate covers both high-net-worth individuals and families as well as institutional clients, using a fee model based on fixed fees rather than asset‑based or performance fees. The adviser is not an active ESG investor, does not operate as a multi‑state adviser, and is not positioned as a capital allocator; its model emphasizes direct management of cash flow and credit exposure within clients’ fixed‑income allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 60%, US Government Bonds 35%, Cash & Cash Equivalents 5%60%
  • State & Local Bonds60%
  • US Government Bonds35%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Willis Opp

    OwnerCRD 353104

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth