Opal Advisors (CRD# 164014) is a financial advisory firm headquartered in Bellevue, WA. They manage $82,824,646 in 187 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management83MILLION
Total Number of Accounts187ACCOUNTS
Average Account Value$442,913
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
James Hua (CRD# 5950165) is an Investment Advisor Representative working at Opal Advisors in Bellevue, WA and has over 6 years of experience in the finance industry.
Kristine Kanno (CRD# 5405055) is an Investment Advisor Representative working at Opal Advisors in Bellevue, WA and has over 10 years of experience in the finance industry.