Unclaimed Profile

Athanasios K Preovolos

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.·LA MESA, California

Clean recordALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

8580 LA MESA BLVD STE 100, LA MESA, CA 91942CRD# 5042711Firm CRD# 105548

Profile Verification

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

Identity

Athanasios K Preovolos · LA MESA, CA

Registration

CRD #5042711 · ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Athanasios K Preovolos is a registered financial advisor based in LA MESA, California, affiliated with ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Athanasios

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Athanasios is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

ALPHA & OMEGA

AUM

$29M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5042711

Firm CRD# 105548

View on FINRA BrokerCheck →

Looking for a financial advisor in LA MESA?

Browse all registered financial advisors in LA MESA, California or claim this profile if it's yours.

Browse LA MESA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Athanasios K Preovolos offer?

Athanasios K Preovolos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.

What are Athanasios K Preovolos's credentials?

Athanasios K Preovolos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Athanasios K Preovolos located?

Athanasios K Preovolos is based in LA MESA, California, working with ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.. Their office serves clients in the LA MESA metropolitan area and surrounding communities.

How does Athanasios K Preovolos charge for services?

Athanasios K Preovolos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.?

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. has approximately 10 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →