Omega Financial Group, LLC
Omega Financial Group, LLC (CRD# 164147) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $409,659,109 in 870 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management410MILLION
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Total Number of Accounts870ACCOUNTS
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Average Account Value$470,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, OR, TX, WA
Paul Kuhn (CRD# 2718397) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Dylan Minor (CRD# 2245009) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Bryan Reinhard (CRD# 3257820) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Robert Schultz (CRD# 5640026) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.