Alpha Omega Financial, Inc.
Alpha Omega Financial, Inc. (CRD# 314289) is a financial advisory firm headquartered in , . They manage $139,280,898 in 303 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Alpha Omega Financial, Inc.
By the Numbers
-
Total Assets Under Management139MILLION
-
Total Number of Accounts303ACCOUNTS
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Average Account Value$459,673
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NC, NY, PA, TX, VA
Financial Advisors at Alpha Omega Financial, Inc.
1
William Carambelas (CRD# 5644917) is an Investment Advisor Representative working at Alpha Omega Financial, Inc. in Glen Arm, MD and has over 15 years of experience in the finance industry.
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