Operose Advisors LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$1.5B

74% of AUM

Avg account

$1.2M

Accounts

1,655

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 287465
Registered since: March 30, 2020
Website: www.operoseadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.98%
Charitable Organizations13.38%
Corporations / Businesses5.31%
Other5.19%
Individuals1.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Operose Advisors LLC is an independent, LLC-structured registered investment adviser that registered with the SEC in 2020. The firm serves a mix of individual/family and institutional clients and positions itself as a capital allocator and manager of pooled vehicles. Compensation is a mix of AUM-based fees and fixed fees. Core advisory capabilities include financial planning, discretionary portfolio management for individuals and institutions, management of pooled investment vehicles, and selection or oversight of other managers. Operose also identifies as an active ESG investor and lists activities that include acting as an accountant/sponsor and serving as a GP/managing member of pooled investment vehicles.