Omc Financial Services Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$286,836,854
Total clients
269
33% high-net worth
Total advisors
3
of 7 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
90
Average account size
$1,066,308
Client services
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour
Account minimum: $100,000 (may be waived at discretion)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Omc Financial Services Ltd
5789 Widewaters Parkway
Dewitt NY 13214, United States
Number of offices
1
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