OMNIVEST GROUP LLC

RIASEC Registered

Total AUM

$28.7M

Discretionary

$27.5M

96% of AUM

Avg account

$1.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 141057
Website: www.omnivestgrp.com
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other95.82%
Individuals4.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Omnivest Group LLC is a privately held limited liability company that manages capital for individual and family clients. The firm operates as a capital allocator, offering portfolio management for individuals, small businesses and institutional/business clients, and it also conducts manager selection on behalf of clients. Compensation is structured as a percentage of assets under management and via fixed fees. Omnivest does not identify as an active ESG investor. The adviser is organized under individual ownership and is not classified as a multi-state or newly formed adviser. It reports offering both discretionary and non-discretionary services and positions itself to use third-party managers when appropriate.