Alpha & Omega
Alpha & Omega (CRD# 105548) is a financial advisory firm headquartered in La Mesa, CA. They manage $33,022,352 in 243 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$135,894
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, LA, NY, TX
Financial Advisors at Alpha & Omega
1
Fiel Barrow (CRD# 5498447) is an Investment Advisor Representative working at Alpha & Omega in La Mesa, CA and has over 8 years of experience in the finance industry.
2
Athanasios Preovolos (CRD# 5042711) is an Investment Advisor Representative working at Alpha & Omega in La Mesa, CA and has 1 year of experience in the finance industry.
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