National Retirement Planning Experts

National Coverage
Local Professionals

OM ADVISERS LP

19 Beechwood Road
3rd Floor
Summit, New Jersey 07901
Tel: 908-373-2520

Need a Financial Advisor?
Compare Vetted Advisors

About OM ADVISERS LP

OM ADVISERS LP, formally registered with the SEC as OM ADVISERS LP. The firm was established in 07/13/2020. They have over 1 offices throughout the country.

OM ADVISERS LP is a Summit, New Jersey based Financial Planning firm with nearly $179,531,590 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309024
SEC#801-119039
Assets Managed by Firm$179,531,590
No. of Clients3
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3$179,531,590

More Retirement Planning firms in Summit, New Jersey:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Summit, New Jersey