OMEGA FINANCIAL GROUP, LLC
Tel: 805-617-4363 812 Anacapa Street Santa Barbara, California 93101
About 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
Firm CRD#:
164147
Firm SEC#:
801-77745
Assets Under Management:
$480,234,372
No. of Clients:
943
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
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