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 5 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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, OR, 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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