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OMEGA CAPITAL MANAGEMENT, LLC
268 Route 206
Suite 408
Flanders, New Jersey 07836
Tel: 973-927-8388
About OMEGA CAPITAL MANAGEMENT, LLC
OMEGA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OMEGA CAPITAL MANAGEMENT, LLC. The firm was established in 04/02/2021. They have over 2 offices throughout the country.
OMEGA CAPITAL MANAGEMENT, LLC is a Flanders, New Jersey based Financial Planning firm with nearly $113,049,036 assets under management, offering retirement planning & investment advisory services to 574 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129167 |
| SEC# | 801-120681 |
| Assets Managed by Firm | $113,049,036 |
| No. of Clients | 574 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 574 | $113,049,036 |
| Individuals (other than high net worth individuals) | 87 | $14,305,811 |
| High net worth individuals | 76 | $77,595,322 |
| Pension and profit sharing plans | 15 | $21,002,748 |
| Charitable organizations | Fewer than 5 clients | $145,155 |
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