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Building 2OPAL ADVISORS

Map pinBELLEVUE, WA
Phone425-835-3276
NotebookSEC #801-132775
Total AUM
$174M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3150 RICHARDS ROAD
SUITE 240
BELLEVUE
WA 98005
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
425-835-3276

ReceiptFinancials

Total AUM
$174M
Accounts
381
Discretionary
$165.7M
Accounts
380
Non-Discretionary
$8.3M
Accounts
1

ContactClients

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Individual Clients
124
AUM
$35.6M
HNW Individual Clients
60
AUM
$127.5M
Pooled Vehicle Clients
1
AUM
$2.7M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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