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Santa Barbara, California
$274.0 million AUM
2 offices

Omega Financial Group, LLC is based in Santa Barbara, California and has $274.0 million in assets under management.

Location
812 Anacapa Street
Santa Barbara, CA 93101
$274.0 million
AUM
5
Employees
AUM Share
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$274,000,000
Assets under management
632 clients
Number of clients
Average investment size is $433,544
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 154 $44,577,400 16% $289,464
High net worth individuals 110 $217,062,600 79% $1,973,296
Pension and profit sharing plans 7 $10,700,000 4% $1,528,571
Charitable organizations 3 $1,660,000 1% $553,333
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$274,000,000
Assets under management
$54,800,000
AUM per employee
$68,500,000
AUM per investment analyst
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Compensation

Omega Financial Group, LLC makes money through the following ways:

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

Omega Financial Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 164,147
SEC number 801-77745
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 04, 2020

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