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⚲
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| OMNI Financial LLC
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|
|---|---|
| CRD # | 314670 |
| SEC # | 801-131556 |
| CIK # | 0001653274 |
| AUM | $116.9 M (2026-01-09) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 608-467-4333 |
| Address | 5944 Seminole Centre Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 36.3 |
| (b) Individuals (high net worth individuals) | 115 | 73.6 |
| (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 | 0 | 0.0 |
| (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 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 116.9 |
| By Discretionary | ||
| Discretionary | 534 | 115.3 |
| Non-Discretionary | 228 | 1.6 |
| Total | 762 | 116.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.9 | |
| Total | 762 | 116.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001653274] |
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|---|---|---|
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Gardner Asset Management LLC
✚
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TX | 0.1 |
|
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|
TX | 0.1 |
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MA | 0.1 |
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|
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0.1 | |
|
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