Bill Opp Fixed Income Advisory Service, LLC

Overview

Bill Opp Fixed Income Advisory Service, LLC is a small institutional RIA organized as a limited liability partnership that focuses on fixed-income portfolio management for both individual/family clients and institutional/business clients. The firm is SEC-registered (registration year 2010) and operates on a fixed-fee advisory model. Its activity is concentrated on advisory portfolio management rather than acting as a capital allocator; it does not market itself as an ESG investor. The firm’s stated advisory activities emphasize tailored fixed-income solutions for individuals, small businesses and institutional entities. That positioning, combined with a non-discretionary mandate across reported assets, suggests the firm provides high-touch, client-directed management of bond portfolios rather than broad discretionary multi-asset mandates.

Assets & Accounts

Investments & Alternatives