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ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
ALPHA & OMEGA
LA MESA, California
·
6 registered advisors
·
CRD# 105548
SEC# 801-45517
0
619-462-7812
01
Firm Overview
AUM
$29M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
6 registered advisors
Athanasios K Preovolos
LA MESA, California
CRD# 5042711
Litsa Stella Preovolos
LA MESA, California
CRD# 4447703
Litsa Stella Preovolos
LA MESA, California
CRD# 7640753
Nicholas John Preovolos
LA MESA, California
CRD# 7770665
Peter Emanuel Preovolos
LA MESA, California
CRD# 4447702
Spiro George Preovolos
LA MESA, California
CRD# 2966651
05
Office Locations
LA MESA, California
6 advisors
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Data sourced from SEC Form ADV filings. ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. (CRD# 105548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.