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Building 2OMNI INVESTMENT ADVISORS INC

Map pinDRAPER, UT
Phone801-501-0302
NotebookSEC #801-37728
Total AUM
$65M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
782 E PIONEER ROAD
SUITE 100
DRAPER
UT 84020
United States
Operating Hours
9:00 AM-5:00PM
Monday - Friday
Phone
801-501-0302

ReceiptFinancials

Total AUM
$65M
Accounts
190
Discretionary
$45M
Accounts
172
Non-Discretionary
$20M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Cause of Denial/SuspensionSRO Rule Violation
State Registrations
CAIDTXUT

HandshakeAffiliates

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

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