OPAL WEALTH ADVISORS, LLC
Tel: 516-388-7980 2 Jericho Plaza Suite 208 Jericho, New York 11753
About 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
Firm CRD#:
289759
Firm SEC#:
801-114223
Assets Under Management:
$825,863,682
No. of Clients:
1883
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
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