Alpha Omega Investment Advisors

Alpha Omega Investment Advisors (CRD# 149842) is a financial advisory firm headquartered in Richmond, VA. They manage $243,523,761 in 508 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $479,377
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MD, NC, SC, TX, VA

Financial Advisors at Alpha Omega Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Mary E. Poggi
CRD#: 1732259
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
96
Wealthminder
score

Mary Poggi (CRD# 1732259) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 30 years of experience in the finance industry.

2
Craig T. Forbes
CRD#: 2454257
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
93
Wealthminder
score

Craig Forbes (CRD# 2454257) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 23 years of experience in the finance industry.

3
Leann G. Mitchell
CRD#: 2697639
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
93
Wealthminder
score

Leann Mitchell (CRD# 2697639) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 21 years of experience in the finance industry.

4
William A. Washburn
CRD#: 2077655
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
93
Wealthminder
score

William Washburn (CRD# 2077655) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 27 years of experience in the finance industry.

5
Christopher L. Milligan
CRD#: 5965805
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
90
Wealthminder
score

Christopher Milligan (CRD# 5965805) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 6 years of experience in the finance industry.

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