Adviser Profile
| As of Date | 12/01/2024 |
| Registration status | Registration Changed to OMNI FINANCIAL LLC |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 106,000,000 6% |
| of that, discretionary | 93,500,000 8% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 119,910 -2% |
| % High Net Worth | 16.47% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds