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Financial Advisor
New York
Jericho
OPAL WEALTH ADVISORS, LLC

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

No. of Advisors:

16

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

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