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James Thomas Ortlip

ALPHA OMEGA GROUP, INC.·RESTON, Virginia
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11911 FREEDOM DRIVE, RESTON, VA 20190CRD# 4174290Firm CRD# 159026
01

About

James Thomas Ortlip is a registered financial advisor based in RESTON, Virginia, affiliated with ALPHA OMEGA GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
ALPHA OMEGA GROUP, INC.
AOG WEALTH MANAGEMENT
AUM
$341M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ALPHA OMEGA GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4174290
Firm CRD# 159026
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Thomas Ortlip offer?
James Thomas Ortlip specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are James Thomas Ortlip's credentials?
James Thomas Ortlip is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Ortlip located?
James Thomas Ortlip is based in RESTON, Virginia, working with ALPHA OMEGA GROUP, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does James Thomas Ortlip charge for services?
James Thomas Ortlip'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 ALPHA OMEGA GROUP, INC.?
ALPHA OMEGA GROUP, INC. has approximately 12 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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