Opus Financial Solutions LLC

RIASEC Registered

Total AUM

$151M

Discretionary

$145M

96% of AUM

Avg account

$299K

Accounts

504

Employees

2

Advisory reps

2

Firm details

Headquarters: Downers Grove, Illinois
CRD number: 282311
Registered since: July 23, 2021
Website: www.opusfinancialsolutions.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.3%
Individuals15.05%
Other0.66%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Opus Financial Solutions LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is owned by an individual and focuses its client work on individuals and families, providing financial planning and portfolio management services for both personal clients and small businesses. Its billing mixes a percentage-of-assets model with hourly and fixed-fee engagements. Opus lists an accountant among its industry affiliations, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Exchange Traded Equities11%
State & Local Bonds1%
Cash & Cash Equivalents1%

Contacts

2 of 2

Matthew Kunst
Wealth ManagerCRD 3163686
Lisa Bayer
PrincipalCRD 1448970

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Downers Grove, IL

Du Page

Location

Downers Grove, IL

Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Du Page
Address: 1121 Warren Ave
Time zone: CT (UTC-6)
Office locations

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