Opis Advisors, Inc.

Opis Advisors, Inc. (CRD# 134349) is a financial advisory firm headquartered in Bell Canyon, CA. They manage $51,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $566,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

CA

Financial Advisors at Opis Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alan H. Campbell
CRD#: 39028
Bell Canyon Business Center 30, Hackamore Lane Suite One, Bell Canyon, CA 91307
96
Wealthminder
score

Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Opis Advisors, Inc. in Bell Canyon, CA and has over 26 years of experience in the finance industry.

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