Omnistar Financial Group, Inc.
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 138515
- Registered since
- June 3, 2016
- Website
- www.omnistarfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.03%
- Pension & Profit Sharing Plans21.13%
- Individuals17.72%
- Charitable Organizations0.9%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Omnistar Financial Group, Inc. is an independent registered investment adviser that registered with the SEC in 2016. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and pension consulting services, and the firm also operates as an insurance broker. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Omnistar is not classified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities64%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds14%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$86.6M in ETFs
52%
$44.8M
48%
$41.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.7M | 35,962 | 15.82% |
Location
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 1712 Eastwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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