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Home > Retirement Planners > north carolina > wilmington > OMNISTAR FINANCIAL GROUP, INC.
OMNISTAR FINANCIAL GROUP, INC.
1712 Eastwood Road
Suite 212
Wilmington, North Carolina 28403
Tel: 910-319-7834
About OMNISTAR FINANCIAL GROUP, INC.
OMNISTAR FINANCIAL GROUP, INC, formally registered with the SEC as OMNISTAR FINANCIAL GROUP, INC. The firm was established in 06/03/2016. They have over 1 offices throughout the country.
OMNISTAR FINANCIAL GROUP, INC. is a Wilmington, North Carolina based Financial Planning firm with nearly $228,789,377 assets under management, offering retirement planning & investment advisory services to 963 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138515 |
| SEC# | 801-107868 |
| Assets Managed by Firm | $228,789,377 |
| No. of Clients | 963 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 963 | $228,789,377 |
| Individuals (other than high net worth individuals) | 214 | $49,948,491 |
| High net worth individuals | 66 | $144,057,875 |
| Pension and profit sharing plans | 20 | $32,762,764 |
| Corporations or other businesses | 6 | $2,020,247 |
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