OMC FINANCIAL SERVICES LTD

5789 Widewaters Parkway
Dewitt, New York 13214
Tel: 315-446-8720

About OMC FINANCIAL SERVICES LTD

OMC FINANCIAL SERVICES LTD, formally registered with the SEC as OMC FINANCIAL SERVICES LTD. The firm was established in 04/23/1987. They have over 1 offices throughout the country.

OMC FINANCIAL SERVICES LTD is a Dewitt, New York based Financial Planning firm with nearly $286,836,854 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110528
SEC#	801-29406
Assets Managed by Firm	$286,836,854
No. of Clients	585
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	585	$286,836,854
Individuals (other than high net worth individuals)	181	$93,252,726
High net worth individuals	88	$193,584,128

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