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Building 2OMNITRUST WEALTH MANAGEMENT, INC.

Map pinJACKSONVILLE, FL
Phone904-619-4351
NotebookSEC #801-134942
Total AUM
$107.2M
Employees
1
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9428 BAYMEADOWS ROAD
SUITE 100
JACKSONVILLE
FL 32256
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
904-619-4351

ReceiptFinancials

Total AUM
$107.2M
Accounts
577
Discretionary
$101.3M
Accounts
526
Non-Discretionary
$5.9M
Accounts
51

ContactClients

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Individual Clients
328
AUM
$75.4M
HNW Individual Clients
20
AUM
$31.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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