OMNI 360 WEALTH, INC. - Financial Advisor in New Jersey, Plainsboro

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

About 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

Firm CRD#:

124878

Firm SEC#:

801-121387

Assets Under Management:

$248,576,571

No. of Clients:

620

No. of Advisors:

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

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