OPEROSE ADVISORS LLC - Financial Advisor in Wisconsin, Milwaukee

Tel: 414-209-3280 731 North Water Street Suite 790 Milwaukee, Wisconsin 53202

About OPEROSE ADVISORS LLC

OPEROSE ADVISORS LLC is a Milwaukee, Wisconsin based financial advisory firm with nearly $1,251,622,256 in assets under management and provides investment advisory services for 1264 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

287465

Firm SEC#:

801-118313

Assets Under Management:

$1,251,622,256

No. of Clients:

1264

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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