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Dylan Blu Minor

OMEGA FINANCIAL GROUP, LLC·SANTA BARBARA, California
Unclaimed Profile
812 ANACAPA STREET, SANTA BARBARA, CA 93101CRD# 2245009Firm CRD# 164147
01

About

Dylan Blu Minor is a registered financial advisor based in SANTA BARBARA, California, affiliated with OMEGA FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OMEGA FINANCIAL GROUP, LLC
OMEGA FINANCIAL GROUP, LLC
AUM
$410M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OMEGA FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2245009
Firm CRD# 164147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dylan Blu Minor offer?
Dylan Blu Minor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Dylan Blu Minor's credentials?
Dylan Blu Minor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dylan Blu Minor located?
Dylan Blu Minor is based in SANTA BARBARA, California, working with OMEGA FINANCIAL GROUP, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Dylan Blu Minor charge for services?
Dylan Blu Minor'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 OMEGA FINANCIAL GROUP, LLC?
OMEGA FINANCIAL GROUP, LLC has approximately 6 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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