1712 Eastwood Road
Suite 212
Wilmington, North Carolina 28403
Tel: 828-323-8777
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 2 offices throughout the country.
OMNISTAR FINANCIAL GROUP, INC. is a Wilmington, North Carolina based Financial Planning firm with nearly $160,420,000 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 138515 |
SEC# | 801-107868 |
Assets Managed by Firm | $160,420,000 |
No. of Clients | 347 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 347 | $160,420,000 |
Individuals (other than high net worth individuals) | 285 | $33,000,000 |
High net worth individuals | 45 | $92,000,000 |
Pension and profit sharing plans | 16 | $35,000,000 |
Charitable organizations | Fewer than 5 clients | $420,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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