OMEGA FINANCIAL GROUP, LLC

SANTA BARBARA, California·2 registered advisors·CRD# 164147

SEC# 801-777451805-617-4363

01

Firm Overview

AUM

$410M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at OMEGA FINANCIAL GROUP, LLC

2 registered advisors

Bryan William Reinhard

SANTA BARBARA, California

Dylan Blu Minor

SANTA BARBARA, California

05

Office Locations

SANTA BARBARA, California

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Data sourced from SEC Form ADV filings. OMEGA FINANCIAL GROUP, LLC (CRD# 164147) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.