1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OMNI 360 WEALTH, INC.

Map pinPLAINSBORO, NJ
Phone609-452-0889
NotebookSEC #801-121387
Total AUM
$425.7M
Employees
8
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 SCUDDER MILLS RD
BLDG 4, STE 101
PLAINSBORO
NJ 08536
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
609-452-0889
Other Offices
3

ReceiptFinancials

Total AUM
$425.7M
Accounts
918
Discretionary
$424.9M
Accounts
917
Non-Discretionary
$767.5K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
284
AUM
$100.1M
HNW Individual Clients
86
AUM
$302.4M
Pension/Profit Sharing Plan Clients
1
AUM
$767.5K
Charitable Organization Clients
2
AUM
$1.4M
Corporation or Business Clients
7
AUM
$15.4M
Other Clients
5
AUM
$5.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLGAMNNJNYPASC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account