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OMEGA FINANCIAL GROUP, LLC

Tel: 805-617-4363
812 Anacapa Street
Santa Barbara, California  93101

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OMEGA FINANCIAL GROUP, LLC

OMEGA FINANCIAL GROUP, LLC is a Santa Barbara, California based financial advisory firm with nearly $480,234,372 in assets under management and provides investment advisory services for 943 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

164147

SEC#:

801-77745

No. of Clients:

943

Assets under Management

$480,234,372

No. of Advisors:

6

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