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BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

Business and Investment Profile

The BILL OPP FIXED INCOME ADVISORY SERVICE, LLC is a privately held investment adviser that advises $309.8mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BILL OPP FIXED INCOME ADVISORY SERVICE, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 3.27% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $309.8mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Banking of Thrift Institutions clients own $305mn or 98.45% of Total Assets and High Net Worth Individuals own $4.8mn or 1.55% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Banking of Thrift Institutions and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees.

Sub-Advisers

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

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Keywords: Bill OPP Fixed Income Advisory Service, Bill, OPP
Generated 2026-09-12T06:51:22.6118717.  © 2026 Convergence.