Overview
Assets Under Management: $287 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 88
Average Client Assets: $2 million
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