O
Omnikey Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
Client services
Financial planning
Educational seminars or workshops
Fee options
Project-based financial planning fixed fees from $200 to $10,000; recurring monthly fixed fees for ongoing financial planning from $50 to $200; $29 per month for Real Estate Investing Club membership; educational seminar fees from $0 to $300 per participant
$200 per hour
Minimum fee: Initial fee up to $5,000 for ongoing financial planning Fee-only: Recurring monthly fixed fees for ongoing financial planning ranging from $50 to $200; fixed fees for project-based financial planning range from $200 to $10,000; $29 per month for Real Estate Investing Club membership; educational seminar fees range from $0 to $300 per participant; hourly consulting rate of $200
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Omnikey Investment Advisors
Fontana CA, United States
Number of offices
1
Forms ADV
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