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Building 2OPAL WEALTH ADVISORS, LLC

Map pinJERICHO, NY
Phone516-388-7980
NotebookSEC #801-114223
Total AUM
$1.2B
Employees
20
Clients
746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 JERICHO PLAZA
SUITE 208
JERICHO
NY 11753
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
516-388-7980

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,411
Discretionary
$653.5M
Accounts
1,528
Non-Discretionary
$584.6M
Accounts
883

ContactClients

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Individual Clients
396
AUM
$132.4M
HNW Individual Clients
334
AUM
$931.4M
Charitable Organization Clients
1
AUM
$133.6M
Corporation or Business Clients
15
AUM
$40.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNHNJNYPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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