Opal Advisors

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

3150 Richards Rd Ste 130, Bellevue, Wash...

Phone Number

(206) 659-5113

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Opal Advisors

Opal Advisors, LLC is a financial advisory firm based in Bellevue, WA, specializing in personalized wealth management solutions. They offer a range of services including financial planning, retirement planning, investment management, college planning, estate planning, and tax planning. Their approach combines the attentive service of a smaller firm with the expertise of a larger one, aiming to simplify complex financial matters for their clients. The firm targets individuals seeking clarity and confidence in their financial strategies, ensuring that each plan is tailored to the unique goals and circumstances of their clients.Explore more
Opal Advisors's Social MediaPopular SearchesOpal Advisors LLCOpal AdvisorsOpal Assets Mgmt LLCOpall Advisors PCSIC Code 62,628NAICS Code 52,523Show more

Opal Advisors Org Chart

PhoneEmail
OH
United States flag for contact location.

Director, Client Services

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Opal Advisors

<$5M
1-10
Private
-
2011
OH
Oanh HuynhDirector, Client Services
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2014
Joshua Robinson, Co-Founder & Managing Director at PR Wealth Management Group
Joshua RobinsonCo-Founder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Opal Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Opal Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opal Advisors.

Opal Advisors Tech Stack

A closer look at the technologies used by Opal Advisors

Top Finance Companies

Frequently Asked Questions Regarding Opal Advisors

What is Opal Advisors's official website?
Opal Advisors's official website is www.opaladvisors.com
What is Opal Advisors's Revenue?
Opal Advisors's revenue is <$5 Million
What is Opal Advisors's SIC code?
Opal Advisors's SIC: 62,628
What is Opal Advisors's NAICS code?
Opal Advisors's NAICS: 52,523
How many employees does Opal Advisors have?
Opal Advisors has 1-10 employees
What industry does Opal Advisors belong to?
Opal Advisors is in the industry of: Finance, Securities Trading
What is Opal Advisors competition?
Opal Advisors top competitors include: Copper Canyon Wealth Management, Waterford Advisors, Murphy Wealth Management, PR Wealth Management Group
What technology does Opal Advisors use?
Some of the popular technologies that Opal Advisors uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Opal Advisors?
Opal Advisors contact info: Phone number: (206) 659-5113 Website: www.opaladvisors.com
What does Opal Advisors do?

Opal Advisors, LLC is a financial advisory firm based in Bellevue, WA, specializing in personalized wealth management solutions. They offer a range of services including financial planning, retirement planning, investment management, college planning, estate planning, and tax planning. Their approach combines the attentive service of a smaller firm... with the expertise of a larger one, aiming to simplify complex financial matters for their clients. The firm targets individuals seeking clarity and confidence in their financial strategies, ensuring that each plan is tailored to the unique goals and circumstances of their clients.Read More

What are Opal Advisors social media links?
Opal Advisors Linkedin page Opal Advisors Facebook page
Is Opal Advisors a public company?
Opal Advisors is private company therefore does not currently have an official ticker symbol
See more information about Opal Advisors

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