OPES ADVISORS, INC.
CRD #132996 SEC #801-64768 CUPERTINO, CA 408-831-5804
SEC Registered
Total AUM
$335M
Discretionary
$335M
Employees
500
Clients
251
Accounts
959
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $335M | $335M | $0 | 500 | 300 |
| Mar 2016 | $298.6M | $298.6M | $0 | 500 | 300 |
| Mar 2015 | $286.9M | $286.9M | $0 | 500 | 200 |
| Jun 2014 | $266.4M | $266.4M | $0 | 425 | 200 |
| Mar 2014 | $266.4M | $266.4M | $0 | 425 | 200 |
| Mar 2013 | $207.2M | $207.2M | $0 | 425 | 200 |
| Mar 2012 | $155.4M | $155.4M | $0 | 251 | 200 |
| Mar 2011 | $173M | $165M | $8M | 251 | -- |
| Jan 2011 | $92.7M | $92.7M | $0 | 51 | -- |
| Mar 2009 | $51.1M | $51.1M | $0 | -- | -- |
| Mar 2007 | $68M | $68M | $0 | -- | -- |
| Mar 2006 | $40.6M | $40.6M | $90.3K | -- | -- |
| Nov 2005 | $34.5M | $34.5M | $0 | -- | -- |
| Oct 2005 | $34.5M | $34.5M | $0 | -- | -- |
| Sep 2005 | $34.5M | $34.5M | $0 | -- | -- |
DateMar 2017
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees500
Clients300
DateMar 2016
Total AUM$298.6M
Discretionary$298.6M
Non-Disc.$0
Employees500
Clients300
DateMar 2015
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees500
Clients200
DateJun 2014
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees425
Clients200
DateMar 2014
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees425
Clients200
DateMar 2013
Total AUM$207.2M
Discretionary$207.2M
Non-Disc.$0
Employees425
Clients200
DateMar 2012
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees251
Clients200
DateMar 2011
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees251
Clients--
DateJan 2011
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$90.3K
Employees--
Clients--
DateNov 2005
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees--
Clients--