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Home > Retirement Planners > new jersey > plainsboro > OMNI 360 WEALTH, INC.
OMNI 360 WEALTH, INC.
777 Scudder Mills Rd
Bldg 4, Ste 101
Plainsboro, New Jersey 08540
Tel: 609-452-0889
About OMNI 360 WEALTH, INC.
OMNI 360 WEALTH, INC, formally registered with the SEC as OMNI 360 WEALTH, INC. The firm was established in 06/04/2021. They have over 1 offices throughout the country.
OMNI 360 WEALTH, INC. is a Plainsboro, New Jersey based Financial Planning firm with nearly $248,576,571 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124878 |
| SEC# | 801-121387 |
| Assets Managed by Firm | $248,576,571 |
| No. of Clients | 620 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $248,576,571 |
| Individuals (other than high net worth individuals) | 311 | $135,816,348 |
| High net worth individuals | 33 | $97,854,427 |
| Pension and profit sharing plans | 2 | $1,949,499 |
| Charitable organizations | 1 | $242,426 |
| Corporations or other businesses | 9 | $8,724,428 |
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