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
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942
http://www.alpha-omega-inc.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NY, TX

Financial Advisors at Alpha & Omega
Showing 1 - 2 of 2 top financial advisors.
1
Fiel Barrow, financial advisor La Mesa CA
Fiel A. Barrow
CRD#: 5498447
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942

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, financial advisor La Mesa CA
Athanasios K. Preovolos
CRD#: 5042711
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals