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Home > Retirement Planners > pennsylvania > lancaster > OMICRON ADVISORS, LLC
OMICRON ADVISORS, LLC
300 Granite Run Drive
Suite 120
Lancaster, Pennsylvania 17601
Tel: 302-453-9662
About OMICRON ADVISORS, LLC
OMICRON ADVISORS, LLC, formally registered with the SEC as OMICRON ADVISORS, LLC. The firm was established in 04/18/2022. They have over 1 offices throughout the country.
OMICRON ADVISORS, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $106,136,811 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165250 |
| SEC# | 801-123738 |
| Assets Managed by Firm | $106,136,811 |
| No. of Clients | 165 |
| No. of Advisors | 2 |
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 | 165 | $106,136,811 |
| Individuals (other than high net worth individuals) | 34 | $10,829,596 |
| High net worth individuals | 34 | $91,475,309 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,274,296 |
| Charitable organizations | 7 | $2,486,949 |
| Corporations or other businesses | Fewer than 5 clients | $70,661 |
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