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Operose Advisors

EST. AUM
$2,063,523,160

CONTACTS
5

CLIENT ACCOUNTS
1,655

Firm Details

Metro area Milwaukee
CRD Number 287465
Website operoseadvisors.com
Client types

Overview

Operose Advisors LLC was founded in 2017 with the sole objective to create a wealth management firm based on institutional principles. Operose was formed in partnership with Marquette Associates, Inc. an independent and institutional consulting firm, to provide small/mid-market clients with access to institutional quality investment consulting and advisory services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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