Megan Warren is a registered investment advisor at Opal Advisory LLC, based in Birmingham, AL, with 1 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 8 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OPAL Advisory primarily advises investment funds, not individual investors. However, in limited circumstances, OPAL Advisory can provide investment advice to individuals. The fees for these services are not specified in the brochure.
Location
1914 Third Ave. North, Unit C-1, Birmingham, AL, 35203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Opal Advisory LLC
State Registrations1 state
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