Omni Investment Solutions LLC

RIAState Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$232K
Accounts
12
Employees
3
Advisory reps
4

Firm details

Headquarters
Mesa, Arizona
CRD number
329893
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
  • Corporations / Businesses3.09%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Omni Investment Solutions LLC is an Arizona-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include a percentage-of-AUM schedule as well as hourly billing. The firm is not an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 60%, Public Funds/Mutual Funds 29%, Exchange Traded Equities 7%, Cash & Cash Equivalents 4%60%
  • Derivatives60%
  • Public Funds/Mutual Funds29%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mesa, AZ

Maricopa

Location

Mesa, AZ

Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
4140 E Baseline Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth