Bill Opp Fixed Income Advisory Service, LLC (Golden)

Bill Opp Fixed Income Advisory Service, LLC is a large advisory firm based in Golden. It manages $188 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.

Bill Opp Fixed Income Advisory Service provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bill Opp Fixed Income Advisory Service: assets under management

The assets under management (AUM) of Bill Opp Fixed Income Advisory Service, LLC is $188 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 65% of the total AUM. The second-largest asset type is state and local bonds, which make up 34% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bill Opp Fixed Income Advisory Service, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bill Opp Fixed Income Advisory Service serves?

The firm provides services to high net worth individuals and banking or thrift institutions. The largest group of clients of Bill Opp Fixed Income Advisory Service is banking or thrift institutions with 1 clients and $183 million of assets under management. Among the 11 most similar advisory firms, Bill Opp Fixed Income Advisory Service has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $188 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bill Opp Fixed Income Advisory Service doesn't advise any private funds.

Careers at Bill Opp Fixed Income Advisory Service, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Willis Rueben Opp	Managing member/chief compliance officer	1 Dec 2008	75% - 100%	353104

Based in Golden

The principal office where Bill Opp Fixed Income Advisory Service, LLC performs its advisory services is located at 15096 West Maple Ave, Golden, CO 80401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-279-1445 or by fax N/A. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.