Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Bellevue, WA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
160
Avg Client Age
57
Overview

Opal Advisors is a boutique investment advisor helping clients plan for retirement. We're a one stop shop for financial planning and investment management. We're looking to partner with other advisors to reduce redundant costs and allow everyone to focus more on the client, building solutions and growing their business.

Additionally, we sub-advise for other advisors that want to focus solely on the client-side, and just leverage us as a money manager to create investment solutions for their clients.

Please email (___) or call (___-___-____ now.

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