OMEGA FINANCIAL GROUP, LLC - Financial Advisor in California, Santa Barbara

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

No. of Advisors:

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

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