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| Happy Holidays!! thanks for using AUM13F!! |
| Omnistar Financial Group Inc
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|---|---|
| CRD # | 138515 |
| SEC # | 801-107868 |
| CIK # | 0001698777 |
| AUM | $228.8 M (2025-02-10) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 910-319-7834 |
| Address | 1712 Eastwood Road Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.0 | ||
| Apple Inc | 5.3 | ||
| Johnson & Johnson | 3.6 | ||
| Southern Co | 3.5 | ||
| Automatic Data Processing Inc | 2.5 | ||
| Exxon Mobil Corp | 2.4 | ||
| Procter & Gamble Co | 2.4 | ||
| Verizon Communications Inc | 2.3 | ||
| Waste Management Inc | 1.8 | ||
| Altria Group Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 49.9 |
| (b) Individuals (high net worth individuals) | 66 | 144.1 |
| (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 | 20 | 32.8 |
| (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 | 6 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 963 | 228.8 |
| By Discretionary | ||
| Discretionary | 963 | 228.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 963 | 228.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.8 | |
| Total | 963 | 228.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698777] |
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0.2 | |
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MD | 0.2 |
|
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GA | 0.2 |
|
BPP Wealth Solutions LLC
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Michael Brady & Co LLC
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OH | 0.2 |