Be advised. This firm is no longer registered.

Alpha Omega Financial, LLC

Alpha Omega Financial, LLC (CRD# 157208) is a financial advisory firm headquartered in , . They manage $108,913,998 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $453,808
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
The map below shows states where this firm has explicit registration only.

MD, NY, TX

Financial Advisors at Alpha Omega Financial, LLC
No Advisor Found.
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