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OPAL WEALTH ADVISORS, LLC

Tel: 516-388-7980
2 Jericho Plaza
Suite 208
Jericho, New York  11753

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OPAL WEALTH ADVISORS, LLC

OPAL WEALTH ADVISORS, LLC is a Jericho, New York based financial advisory firm with nearly $825,863,682 in assets under management and provides investment advisory services for 1883 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

289759

SEC#:

801-114223

No. of Clients:

1883

Assets under Management

$825,863,682

No. of Advisors:

16

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