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Building 2ALPHA OMEGA FINANCIAL

Map pin
Phone410-592-8936
NotebookSEC #801-121214
Total AUM
$187M
Employees
2
Clients
87

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
Other Offices
2

ReceiptFinancials

Total AUM
$187M
Accounts
337
Discretionary
$187M
Accounts
337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$17.6M
HNW Individual Clients
46
AUM
$168.3M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNYPATXVA

HandshakeAffiliates

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

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