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OMNIA FAMILY WEALTH, LLC
Tel: 305-602-9080
18851 Ne 29th Avenue Suite 400
Aventura, Florida 33180
OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC is a Aventura, Florida based financial advisory firm with nearly $759,723,690 in assets under management and provides investment advisory services for 1015 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
170909
SEC#:
801-79590
No. of Clients:
1015
Assets under Management
$759,723,690
No. of Advisors:
9
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