Unclaimed Profile

Benjamin Shanson

OMNI PARTNERS US LLC·IRVINE, California

Clean recordOMNI PARTNERS US LLC

SUITE 550, 2211 MICHELSON DRIVE, IRVINE, CA 92612CRD# 7007692Firm CRD# 284118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Shanson · IRVINE, CA

Registration

CRD #7007692 · OMNI PARTNERS US LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Benjamin Shanson is a registered financial advisor based in IRVINE, California, affiliated with OMNI PARTNERS US LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OMNI PARTNERS US LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OMNI PARTNERS US LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7007692

Firm CRD# 284118

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Shanson offer?

Benjamin Shanson specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.

What are Benjamin Shanson's credentials?

Benjamin Shanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Shanson located?

Benjamin Shanson is based in IRVINE, California, working with OMNI PARTNERS US LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Benjamin Shanson charge for services?

Benjamin Shanson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OMNI PARTNERS US LLC?

OMNI PARTNERS US LLC has approximately 4 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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