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
By the Numbers
-
Total Assets Under Management66MILLION
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Total Number of Accounts190ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, TX, WA
Financial Advisors at Opal Advisors
1
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 (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.
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