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Building 2OMEGA FINANCIAL GROUP, LLC

Map pinSANTA BARBARA, CA
Phone805-617-4363
NotebookSEC #801-77745
Total AUM
$552.4M
Employees
6
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 ANACAPA STREET
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
805-617-4363
Other Offices
1

ReceiptFinancials

Total AUM
$552.4M
Accounts
974
Discretionary
$549.9M
Accounts
969
Non-Discretionary
$2.5M
Accounts
5

ContactClients

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Individual Clients
171
AUM
$66.6M
HNW Individual Clients
148
AUM
$475.9M
Pension/Profit Sharing Plan Clients
5
AUM
$8.9M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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