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James Gregory Colitsas

OMNI 360 WEALTH, INC.·PLAINSBORO, New Jersey
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777 SCUDDER MILLS RD, PLAINSBORO, NJ 08540CRD# 4113918Firm CRD# 124878
01

About

James Gregory Colitsas is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with OMNI 360 WEALTH, INC.. 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
03

Firm Overview

Firm
OMNI 360 WEALTH, INC.
OMNI 360 WEALTH, INC.
AUM
$249M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OMNI 360 WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4113918
Firm CRD# 124878
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Gregory Colitsas offer?
James Gregory Colitsas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are James Gregory Colitsas's credentials?
James Gregory Colitsas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gregory Colitsas located?
James Gregory Colitsas is based in PLAINSBORO, New Jersey, working with OMNI 360 WEALTH, INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does James Gregory Colitsas charge for services?
James Gregory Colitsas'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 OMNI 360 WEALTH, INC.?
OMNI 360 WEALTH, INC. has approximately 4 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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