Claim Profile
Unclaimed Profile
MY

Margaret Denning Young

OMPHALOS PARTNERS, LLC·SAN FRANCISCO, California
Clean recordOMPHALOS PARTNERS, LLC
182 HOWARD STREET, SAN FRANCISCO, CA 94105CRD# 6365190Firm CRD# 172202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Denning Young · SAN FRANCISCO, CA
Registration
CRD #6365190 · OMPHALOS PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Denning Young is a registered financial advisor based in SAN FRANCISCO, California, affiliated with OMPHALOS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Margaret

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

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

03

Firm Overview

Firm
OMPHALOS PARTNERS, LLC
OMPHALOS PARTNERS, LLC
AUM
$51M
Regulatory assets under management
Employees
2
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6365190
Firm CRD# 172202
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

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

05

Frequently Asked Questions

What services does Margaret Denning Young offer?
Margaret Denning Young specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Margaret Denning Young's credentials?
Margaret Denning Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Denning Young located?
Margaret Denning Young is based in SAN FRANCISCO, California, working with OMPHALOS PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Margaret Denning Young charge for services?
Margaret Denning Young'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 OMPHALOS PARTNERS, LLC?
OMPHALOS PARTNERS, LLC has approximately 2 employees and manages $51M 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 →