Bill Opp Fixed Income Advisory Service, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds60%
- US Government Bonds35%
- Cash & Cash Equivalents5%
Contacts
1 of 1Willis Opp
OwnerCRD 353104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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