Omnivest Group LLC
Omnivest Group LLC (CRD# 141057) is a financial advisory firm headquartered in Princeton, NJ. They manage $50,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$2,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Charles Morten (CRD# 1040933) is an Investment Advisor Representative working at Omnivest Group LLC in Princeton, NJ and has over 35 years of experience in the finance industry.
Gerrit Besselaar (CRD# 6507389) is an Investment Advisor Representative working at Omnivest Group LLC in Princeton, NJ and has over 2 years of experience in the finance industry.