Overview
Assets Under Management: $480 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 129
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 943
Discretionary Accounts: 939
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 164147
Last Filing Date: 2025-02-10 00:00:00
Website: https://omegafingroup.com