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).
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Total Assets Under Management249MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$400,930
- 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
FL, NJ, NY, PA, TX
James Colitsas (CRD# 4113918) 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.
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.
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.
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.