AKRAM M. OMARI, CPA

Overview

Akram M. Omari, CPA operates as a sole proprietorship that combines accounting services with discretionary portfolio management for individual and small-business clients. The firm is managed and owned by Akram M. Omari, CPA and is structured to serve a retail client base rather than institutions or capital-allocation mandates. Advisory fees are charged as a percentage of assets under management and on an hourly basis, reflecting a blended service model that pairs ongoing investment oversight with consulting or accounting engagements. Regulatory details are limited in the source data; the adviser’s SEC registration year is not specified. The practice is not registered as a multi-state adviser, does not serve as a pension consultant, and is not identified as a related adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives