Overview
Assets Under Management: $162 million
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 297
Discretionary Accounts: 297
Regulatory Filings
CRD Number: 314289
Last Filing Date: 2025-02-05 00:00:00
Website: https://alphaomegafinancial.net