Overview
Assets Under Management: $325 million
Headquarters: PLAINSBORO, NJ
High-Net-Worth Clients: 5
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.25
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 881
Discretionary Accounts: 881
Regulatory Filings
CRD Number: 124878
Filing ID: 1988803
Last Filing Date: 2025-06-13 12:37:00
Website: https://omnillc.com