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Opal Wealth Advisors

EST. AUM
$1,238,191,462

CONTACTS
3

CLIENT ACCOUNTS
2,411

Firm Details

Metro area New York City
CRD Number 289759
Website opalwealthadvisors.com
Client types

Overview

Opal Wealth Advisors is a $800 million RIA on Long Island, NY who split out of Morgan Stanley in 2009. Opal runs six mutual fund and ETF models. They do not have a preference for active or passive managers, which shows that they are open to looking at all kinds of ideas. They do utilize Taiber Kosmala & Associates as their consultant. It is important for you to know that as you're going through the due diligence process. Jesse Giordano (Financial Advisor, Principal) is the point of contact at Opal.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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