OPES ADVISORS, INC.

CUPERTINO, California·1 registered advisor·CRD# 132996
SEC# 801-64768408-831-5804
01

Firm Overview

AUM
$335M
Regulatory assets under management
Employees
500
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OPES ADVISORS, INC.

1 registered advisor
Jonathan Jongmin Lee
CUPERTINO, California
05

Office Locations

CUPERTINO, California
1 advisor

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Data sourced from SEC Form ADV filings. OPES ADVISORS, INC. (CRD# 132996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.