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Building 2OMNI FINANCIAL LLC

Map pinMADISON, WI
Phone608-467-4333
NotebookSEC #801-131556
Total AUM
$116.9M
Employees
2
Clients
527

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5944 SEMINOLE CENTRE
SUITE 200
MADISON
WI 53711
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
608-467-4333

ReceiptFinancials

Total AUM
$116.9M
Accounts
762
Discretionary
$115.3M
Accounts
534
Non-Discretionary
$1.6M
Accounts
228

ContactClients

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Individual Clients
411
AUM
$36.3M
HNW Individual Clients
115
AUM
$73.6M
Corporation or Business Clients
1
AUM
$7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONGOING FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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