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Thomas Colitsas

SOUND FINANCIAL SOLUTIONS, INC.·PRINCETON, New Jersey
Unclaimed Profile
103 CARNEGIE CTR DR`, PRINCETON, NJ 08540CRD# 7070267Firm CRD# 124878
01

About

Thomas Colitsas is a registered financial advisor based in PRINCETON, New Jersey, affiliated with SOUND FINANCIAL SOLUTIONS, 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# 7070267
Firm CRD# 124878
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Colitsas offer?
Thomas Colitsas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Thomas Colitsas's credentials?
Thomas Colitsas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Colitsas located?
Thomas Colitsas is based in PRINCETON, New Jersey, working with SOUND FINANCIAL SOLUTIONS, INC.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Thomas Colitsas charge for services?
Thomas 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 SOUND FINANCIAL SOLUTIONS, INC.?
SOUND FINANCIAL SOLUTIONS, 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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Nearby cities in New Jersey
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City Guides
NEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
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