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OMEGA FINANCIAL GROUP, LLC

812 Anacapa Street
Santa Barbara, California 93101
Tel: 805-617-4363

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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 StatusApproved
Firm CRD#164147
SEC#801-77745
Assets Managed by Firm$480,234,372
No. of Clients943
No. of Advisors6

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 ClientsAUM
Firm Total943$480,234,372
Individuals (other than high net worth individuals)189$70,543,412
High net worth individuals129$400,670,757
Pension and profit sharing plans5$8,001,163
Charitable organizationsFewer than 5 clients$1,019,040

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