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Building 2OMC FINANCIAL SERVICES LTD

Map pinDEWITT, NY
Phone315-446-8720
NotebookSEC #801-29406
Total AUM
$328.5M
Employees
7
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5789 WIDEWATERS PARKWAY
DEWITT
NY 13214
United States
Operating Hours
8:30 A.M.-4:30 P.M.
Monday - Friday
Phone
315-446-8720

ReceiptFinancials

Total AUM
$328.5M
Accounts
672
Discretionary
$328M
Accounts
669
Non-Discretionary
$432.2K
Accounts
3

ContactClients

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Individual Clients
167
AUM
$70.6M
HNW Individual Clients
102
AUM
$257.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHNYPASCTX

HandshakeAffiliates

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

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