Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > santa barbara > OMEGA FINANCIAL GROUP, LLC
OMEGA FINANCIAL GROUP, LLC
812 Anacapa Street
Santa Barbara, California 93101
Tel: 805-617-4363
About OMEGA FINANCIAL GROUP, LLC
OMEGA FINANCIAL GROUP, LLC, formally registered with the SEC as OMEGA FINANCIAL GROUP, LLC. The firm was established in 03/28/2013. They have over 2 offices throughout the country.
OMEGA FINANCIAL GROUP, LLC is a Santa Barbara, California based Financial Planning firm with nearly $480,234,372 assets under management, offering retirement planning & investment advisory services to 943 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164147 |
| SEC# | 801-77745 |
| Assets Managed by Firm | $480,234,372 |
| No. of Clients | 943 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 943 | $480,234,372 |
| Individuals (other than high net worth individuals) | 189 | $70,543,412 |
| High net worth individuals | 129 | $400,670,757 |
| Pension and profit sharing plans | 5 | $8,001,163 |
| Charitable organizations | Fewer than 5 clients | $1,019,040 |
More Retirement Planning firms in Santa Barbara, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Santa Barbara, California