Overview
Assets Under Management: $151 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 29
Average Client Assets: $4.0 million
Frequently Asked Questions
OMICRON ADVISORS, LLC 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 #165250), OMICRON ADVISORS, LLC is subject to fiduciary duty under federal law.
OMICRON ADVISORS, LLC is headquartered in LANCASTER, PA.
OMICRON ADVISORS, LLC serves 29 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, OMICRON ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
OMICRON ADVISORS, LLC manages $151 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, OMICRON ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.31%
Average Client Assets: $4.0 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 165250
Filing ID: 2082467
Last Filing Date: 2026-03-25 13:36:35