Opus Wealth Management Group
Opus Wealth Management Group (CRD# 176525) is a financial advisory firm headquartered in Lisle, IL. They manage $246,167,200 in 1,086 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Opus Wealth Management Group
By the Numbers
-
Total Assets Under Management246MILLION
-
Total Number of Accounts1,086ACCOUNTS
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Average Account Value$226,673
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, IN, NC, SC, TX, WI
Financial Advisors at Opus Wealth Management Group
No Advisor Found.
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