Opus Financial LLC
RIAState Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$127K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334279
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Opus Financial LLC is an independent, owner-operated limited liability advisory firm registered in Colorado. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its fee schedule includes both percentage-of-assets and fixed-fee arrangements. The practice indicates an affiliation with an insurance company and does not position itself as a multi-state adviser, pension consultant, capital allocator, or active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities74%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations