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).
Total Assets Under Management51MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$566,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Opis Advisors, Inc. in Bell Canyon, CA and has over 27 years of experience in the finance industry.