Overview
Assets Under Management: $229 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 963
Discretionary Accounts: 963
Regulatory Filings
CRD Number: 138515
Last Filing Date: 2025-02-10 00:00:00
Website: https://omnistarfinancial.com