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Overview Share
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Richmond, Virginia
$965.8 million AUM
2 offices

Alpha Omega Investment Advisors is based in Richmond, Virginia and has $965.8 million in assets under management.

Location
7202 Glen Forest Drive
Suite 300
Richmond, VA 23226
$965.8 million
AUM
11
Employees
AUM Share
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$965,798,936
Assets under management
1,175 clients
Number of clients
Average investment size is $821,957
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 260 $97,761,148 10% $376,004
High net worth individuals 160 $832,574,351 86% $5,203,590
Charitable organizations 6 $34,328,228 4% $5,721,371
Other corporations or businesses Fewer than 5 clients $1,135,209
Employees Share
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11
Employees
10
Investment analysts
91% of total employees
AUM per employee Share
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$965,798,936
Assets under management
$87,799,903
AUM per employee
$96,579,894
AUM per investment analyst
About Share
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Compensation

Alpha Omega Investment Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Alpha Omega Investment Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 149,842
SEC number 801-70136
Legal structure Limited Liability Company
Legal governance Virginia, United States
Latest ADV filing date March 25, 2020

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