OPAL Advisory provides investment advice to investment funds, particularly those focused on Opportunity Zones and real estate in low-income areas. OPAL Advisory's clients are primarily the funds themselves, not individual investors. However, in limited cases, OPAL Advisory can provide portfolio identification, analysis, investment, and management services to individuals who want a more self-directed investment strategy. OPAL Advisory is owned by Opportunity Alabama, a nonprofit focused on economic development.
Assets Under Management$41M
Clients8
Advisors3
Avg. per Client$5.1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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.
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