OMNIVEST GROUP LLC

PRINCETON, New Jersey·3 registered advisors·CRD# 141057

SEC# 801-66936609-986-1001

01

Firm Overview

AUM

$108M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Investment Management Wealth Management

04

Advisors at OMNIVEST GROUP LLC

3 registered advisors

Charles William Morten

PRINCETON, New Jersey

Gerrit F. Besselaar

PRINCETON, New Jersey

Thomas John Sowanick

PRINCETON, New Jersey

05

Office Locations

PRINCETON, New Jersey

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Data sourced from SEC Form ADV filings. OMNIVEST GROUP LLC (CRD# 141057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.