Mark Opila
Advisor at Advisors Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Advisors Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advisors Capital Management, LLC
Location
Ridgewood, NJ 07450
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Mark Opila is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2006. He holds Series 63 and Series 65 licenses. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies on a discretionary basis.
Based on Advisors Capital Management, LLC
Based on Advisors Capital Management, LLC
$50,000 - $149,999: Up to 0.65% $150,000 - $299,999: Up to 0.65% $300,000+: Up to 0.80% for Equity Accounts $300,000+: Up to 0.35% for Fixed Income Accounts
Account minimum: $50,000
10 Wilsey Square, Suite 200
Ridgewood, NJ 07450
New Jersey
Advisors Capital Management, LLC
2006 - Present (20 years)
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