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Building 2OMNISTAR FINANCIAL GROUP, INC.

Map pinWILMINGTON, NC
Phone910-319-7834
NotebookSEC #801-107868
Total AUM
$285.7M
Employees
7
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1712 EASTWOOD ROAD
SUITE 212
WILMINGTON
NC 28403
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
910-319-7834

ReceiptFinancials

Total AUM
$285.7M
Accounts
1,077
Discretionary
$285.7M
Accounts
1,077
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
158
AUM
$50.6M
HNW Individual Clients
78
AUM
$171.5M
Pension/Profit Sharing Plan Clients
23
AUM
$60.4M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
1
AUM
$645.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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