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Spiro George Preovolos

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.·LA MESA, California
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8580 LA MESA BLVD STE 100, LA MESA, CA 91942CRD# 2966651Firm CRD# 105548
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About

Spiro George 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
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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# 2966651
Firm CRD# 105548
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Spiro George Preovolos offer?
Spiro George Preovolos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.
What are Spiro George Preovolos's credentials?
Spiro George Preovolos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spiro George Preovolos located?
Spiro George 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 Spiro George Preovolos charge for services?
Spiro George 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 in LA MESA
Paul William Botte — PETIX & BOTTE COMPANYPeter Emanuel Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Litsa Stella Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Athanasios K Preovolos — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.Vickie Linn Petix-Reichert — PETIX & BOTTE COMPANY
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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