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OMNI 360 WEALTH, INC.
OMNI 360 WEALTH, INC.
PLAINSBORO, New Jersey
·
4 registered advisors
·
CRD# 124878
SEC# 801-121387
0
609-452-0889
01
Firm Overview
AUM
$249M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OMNI 360 WEALTH, INC.
4 registered advisors
James Gregory Colitsas
PLAINSBORO, New Jersey
CRD# 4113918
Linda Jayne Farinola
PLAINSBORO, New Jersey
CRD# 4649032
Neel Girish Shah
PLAINSBORO, New Jersey
CRD# 6594688
Thomas Colitsas
PRINCETON, New Jersey
CRD# 7070267
05
Office Locations
PLAINSBORO, New Jersey
3 advisors
PRINCETON, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. OMNI 360 WEALTH, INC. (CRD# 124878) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.