|
⚲
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| Alpha Omega Financial Advisory Inc
✚
|
|
|---|---|
| CRD # | 314289 |
| SEC # | 801-121214 |
| CIK # | |
| AUM | $161.6 M (2025-02-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 410-592-8936 |
| Address | |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 32.5 |
| (b) Individuals (high net worth individuals) | 36 | 128.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 297 | 161.6 |
| By Discretionary | ||
| Discretionary | 297 | 161.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 297 | 161.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 159.6 | |
| Total | 297 | 161.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harding Wealth Inc
✚
|
AZ | 0.2 |
|
Osprey Private Wealth LLC
✚
|
NY | 0.2 |
|
Sequoia Planning & Investments LLC
✚
|
0.2 | |
|
Meyer Capital Management LLC
✚
|
OH | 0.2 |
|
Private Client Asset Management Inc
✚
|
NY | 0.2 |
|
Great River Financial LLC
✚
|
MN | 0.2 |
|
Newbore Wealth Management Inc
✚
|
OR | 0.2 |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.2 |
|
Ladd Capital Management LLC
✚
|
CT | 0.2 |
|
Cobler Capital Management LLC
✚
|
KS | 0.2 |