Opal Advisors

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).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $442,913
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Opal Advisors
Showing 1 - 2 of 2 top financial advisors.
1
James P. Hua
CRD#: 5950165
40 Lake Bellevue Drive, Suite 245, Bellevue, WA 98005
93
Wealthminder
score

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.

2
Kristine K. Kanno
CRD#: 5405055
40 Lake Bellevue Drive, Suite 245, Bellevue, WA 98005
73
Wealthminder
score

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.

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