Overview
Assets Under Management: $287 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
OMC FINANCIAL SERVICES LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110528), OMC FINANCIAL SERVICES LTD is subject to fiduciary duty under federal law.
OMC FINANCIAL SERVICES LTD is headquartered in DEWITT, NY.
OMC FINANCIAL SERVICES LTD serves 88 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, OMC FINANCIAL SERVICES LTD offers portfolio management for individuals. View all service details ↓
OMC FINANCIAL SERVICES LTD manages $287 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, OMC FINANCIAL SERVICES LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 585
Discretionary Accounts: 584
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110528
Last Filing Date: 2025-02-10 00:00:00
Website: https://omcfinance.com