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Operose Advisors Llc

Tel: 414-209-3280
735 North Water Street
Suite 1440
Milwaukee, Wisconsin  53202

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Operose Advisors Llc

Operose Advisors Llc is a Milwaukee, Wisconsin based financial advisory firm with nearly $$530,408,849 in assets under management and provides investment advisory services for 458 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

287465

SEC#:

801-118313

No. of Clients:

458

Assets under Management

$530,408,849

No. of Advisors:

11

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