Opal Advisors - Investment Advisers

About Opal Advisors

Opal Advisors, LLC is an investment adviser headquartered in Bellevue, Washington. The firm reports regulatory assets under management of about $174.03 million and six employees. It is a registered investment adviser and states that it does business only in states where it is registered or exempt from registration. The firm offers financial planning, retirement planning, investment management, college planning, estate planning, and tax planning to individual clients. It describes building each investment portfolio around the client's financial goals and risk tolerance, with attention to tax efficiency and after-tax returns. Opal's stated market is western Washington, served from its Bellevue office. The firm is listed among investment advisers in Washington and the directory of US investment advisers.

Key Facts

Assets Under Management

$174.03M

Employees

6

SEC File Number

801-132775