Omni 360 Wealth, Inc.

Omni 360 Wealth, Inc. (CRD# 124878) is a financial advisory firm headquartered in Plainsboro, NJ. They manage $248,576,571 in 620 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $400,930
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at Omni 360 Wealth, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
James G. Colitsas
CRD#: 4113918
777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08540

James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 23 years of experience in the finance industry.

2
Linda J. Farinola
CRD#: 4649032
777 Scudders Mill Rd Bldg, Suite 101, Plainsboro, NJ 08536

Linda Farinola (CRD# 4649032) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 24 years of experience in the finance industry.

3
Bryan P. Katz
CRD#: 3181420
777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08540

Bryan Katz (CRD# 3181420) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 24 years of experience in the finance industry.

4
Neel G. Shah
CRD#: 6594688
777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08540

Neel Shah (CRD# 6594688) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 8 years of experience in the finance industry.

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