Akram M. Omari, Cpa
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 135499
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Akram M. Omari, CPA operates a sole-proprietorship independent advisory firm based in California that serves individuals and families. The practice combines accounting work with portfolio management for individuals and small businesses. Advisory work is fee-based, using a percentage-of-AUM schedule and hourly billing for certain engagements. The firm is structured around a single principal-owner model rather than a multi-adviser or multi-state platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Akram Omari
OwnerCRD 2430182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 870 Market St
- Time zone
- PT (UTC-8)
- Office locations
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