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Home > Retirement Planners > tennessee > maryville > OMPHALOS PARTNERS, LLC
OMPHALOS PARTNERS, LLC
1717 Henry G. Lane Street
Maryville, Tennessee 37801
Tel: 865-740-0764
About OMPHALOS PARTNERS, LLC
OMPHALOS PARTNERS, LLC, formally registered with the SEC as OMPHALOS PARTNERS, LLC. The firm was established in 09/08/2014. They have over 3 offices throughout the country.
OMPHALOS PARTNERS, LLC is a Maryville, Tennessee based Financial Planning firm with nearly $51,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172202 |
| SEC# | 801-80252 |
| Assets Managed by Firm | $51,000,000 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $51,000,000 |
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|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
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| $10,409,129,905 | 208 | 42 |
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