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Building 2OMICRON ADVISORS, LLC

Map pinLANCASTER, PA
Phone302-453-9662
NotebookSEC #801-123738
Total AUM
$151.2M
Employees
2
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 GRANITE RUN DRIVE
SUITE 120
LANCASTER
PA 17601
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
302-453-9662

ReceiptFinancials

Total AUM
$151.2M
Accounts
199
Discretionary
$151.2M
Accounts
199
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$33.1M
HNW Individual Clients
29
AUM
$115.3M
Pension/Profit Sharing Plan Clients
1
AUM
$138.9K
Charitable Organization Clients
8
AUM
$2.3M
Corporation or Business Clients
1
AUM
$202.9K

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
DEMDPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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