Be advised. This firm is no longer registered.

Opes Advisors, Inc.

Opes Advisors, Inc. (CRD# 132996) is a financial advisory firm headquartered in Cupertino, CA. They manage $298,628,930 in 874 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, OR, TX, WA

Financial Advisors at Opes Advisors, Inc.
No Advisor Found.
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