Investment adviser · CRD 132996

OPES ADVISORS, INC.

Investment adviser filing (IA)

CUPERTINO, CA, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$335M
Form ADV · Item 5.F
Client accounts
959
Accounts, not individual clients
Employees
500
Reported in this filing
Advisory professionals
50
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

19330 STEVENS CREEK BLVD, SUITE 200
CUPERTINO, CA, 95014, United States

CRD 132996

Filing source

Form ADV 1095826 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.