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Alon Ozer

OMNIA FAMILY WEALTH, LLC·AVENTURA, Florida
Unclaimed Profile
18851 NE 29TH AVENUE, AVENTURA, FL 33180CRD# 6887779Firm CRD# 170909
01

About

Alon Ozer is a registered financial advisor based in AVENTURA, Florida, affiliated with OMNIA FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC
AUM
$760M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OMNIA FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6887779
Firm CRD# 170909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alon Ozer offer?
Alon Ozer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.
What are Alon Ozer's credentials?
Alon Ozer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alon Ozer located?
Alon Ozer is based in AVENTURA, Florida, working with OMNIA FAMILY WEALTH, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Alon Ozer charge for services?
Alon Ozer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMNIA FAMILY WEALTH, LLC?
OMNIA FAMILY WEALTH, LLC has approximately 9 employees and manages $760M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AVENTURA
David Blatt — CSP ADVISOR LPLawrence Joseph Pross — EPIPHANLY ADVISORY, LLCBeatriz Gutierrez Junco — CV ADVISORS LLCSteven Alan Wagner — OMNIA FAMILY WEALTH, LLCTara Lynn Antal — TCA FUND MANAGEMENT GROUP CORP.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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