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Building 2ALPHA OMEGA FINANCIAL, INC.

Map pin
Phone410-592-8936
NotebookSEC #801-120575
Total AUM
$108.9M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
410-592-8936

ReceiptFinancials

Total AUM
$108.9M
Accounts
240
Discretionary
$108.9M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$16.7M
HNW Individual Clients
33
AUM
$91.4M
Charitable Organization Clients
1
AUM
$768.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYTX

HandshakeAffiliates

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

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