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OMNI 360 WEALTH, INC.

Tel: 609-452-0889
777 Scudder Mills Rd
Bldg 4, Ste 101
Plainsboro, New Jersey  08540

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OMNI 360 WEALTH, INC.

OMNI 360 WEALTH, INC. is a Plainsboro, New Jersey based financial advisory firm with nearly $248,576,571 in assets under management and provides investment advisory services for 620 clients. There are currently 4 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

124878

SEC#:

801-121387

No. of Clients:

620

Assets under Management

$248,576,571

No. of Advisors:

4

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