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OPAL ADVISORY LLC
CRD 306042
1914 THIRD AVE. NORTH, UNIT C-1, BIRMINGHAM, AL, 35203, United States
Phone
334-425-4166
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$59.5M
Discretionary AUM
$59.5M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $59.5M |
All web addresses on file
Official SEC filing: View on IAPD