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| Happy Holidays!! thanks for using AUM13F!! |
| Omega Financial Group LLC
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|---|---|
| CRD # | 164147 |
| SEC # | 801-77745 |
| CIK # | 0001767982 |
| AUM | $480.2 M (2025-02-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 805-617-4363 |
| Address | 812 Anacapa Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Affirm Holdings Inc | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 70.5 |
| (b) Individuals (high net worth individuals) | 129 | 400.7 |
| (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 | 5 | 8.0 |
| (h) Charitable organizations | 0 | 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 | 943 | 480.2 |
| By Discretionary | ||
| Discretionary | 939 | 477.3 |
| Non-Discretionary | 4 | 2.9 |
| Total | 943 | 480.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.7 | |
| United States Persons | 472.5 | |
| Total | 943 | 480.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767982] |
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|
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✚
|
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