Opal Advisors

Opal Advisors (CRD# 164014) is a financial advisory firm headquartered in Bellevue, WA. They manage $66,209,925 in 190 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3150 Richards Road, Suite 130, Bellevue, WA 98005
https://www.opaladvisors.com/
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $348,473
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, TX, WA

Financial Advisors at Opal Advisors
Showing 1 - 2 of 2 top financial advisors.
1
James Hua, financial advisor Bellevue WA
James P. Hua
CRD#: 5950165
3150 Richards Road, Suite 130, Bellevue, WA 98005

James Hua (CRD# 5950165) is an Investment Advisor Representative working at Opal Advisors in Bellevue, WA and has over 12 years of experience in the finance industry.

2
Bao Ly, financial advisor Bellevue WA
Bao G. Ly
CRD#: 7338510
3150 Richards Road, Suite 130, Bellevue, WA 98005

Bao Ly (CRD# 7338510) is an Investment Advisor Representative working at Opal Advisors in Bellevue, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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