ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

ALPHA & OMEGA
LA MESA, California·1 registered advisor·CRD# 105548
SEC# 801-455170619-462-7812
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
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 PlanningInvestment ManagementWealth Management
04

Advisors at ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

1 registered advisor
Athanasios K Preovolos
LA MESA, California
05

Office Locations

LA MESA, California
1 advisor

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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.