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Peter Emanuel 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# 4447702Firm CRD# 105548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Emanuel Preovolos · LA MESA, CA
Registration
CRD #4447702 · ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Peter Emanuel 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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
ALPHA & OMEGA
AUM
$29M
Regulatory assets under management
Employees
10
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4447702
Firm CRD# 105548
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Emanuel Preovolos offer?
Peter Emanuel Preovolos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.
What are Peter Emanuel Preovolos's credentials?
Peter Emanuel Preovolos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Emanuel Preovolos located?
Peter Emanuel 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 Peter Emanuel Preovolos charge for services?
Peter Emanuel 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.
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Other Advisors at ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

Litsa Stella Preovolos
LA MESA, CA
Spiro George Preovolos
LA MESA, CA
Litsa Stella Preovolos
LA MESA, CA
Nicholas John Preovolos
LA MESA, CA
Athanasios K Preovolos
LA MESA, CA

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Research
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